Why Blackstone's $135 billion investment is not transformative for UK economy in 2025
Invezz· 2025-09-20 15:32
In a high-profile announcement coinciding with President Donald Trump's state visit to Britain, US investment giant Blackstone pledged a staggering £100 billion (approximately $135 billion) toward UK ... ...
Joby, Archer, Eve: Race For First-Mover Advantage In The $100B Flying Taxi Market
Benzinga· 2025-09-20 15:32
Group 1: Industry Overview - The commercialization of flying cars, specifically electric vertical takeoff and landing (eVTOL) aircraft, is transitioning from a theoretical concept to a viable investment opportunity, with a projected total addressable market for passenger air taxis reaching $100 billion globally by 2040 [1] - Regulatory frameworks are advancing, and test flights are increasing, positioning companies like Joby Aviation, Archer Aviation, and Eve Air Mobility as key players in the emerging market [1] Group 2: Company Highlights - Joby Aviation is leading the sector with significant milestones, including the first airport-to-airport eVTOL journey in the U.S. and notable progress in the FAA certification process [2] - Strategic partnerships with major companies such as Toyota, Delta Air Lines, and Uber enhance Joby's commercialization prospects, although its current valuation reflects its leadership premium [3] - Archer Aviation is developing its Midnight aircraft with support from FAA progress and partnerships in the defense sector, while facing ongoing losses as it remains pre-revenue [4] - Eve, a spinoff from Embraer, has established a substantial order book of nearly 2,800 units valued at $14 billion, benefiting from Embraer's aerospace expertise to mitigate certification risks [5] Group 3: Investment Considerations - The eVTOL sector presents a combination of high potential and execution risks, with regulatory timelines, capital expenditure, and public acceptance being critical factors for success [6] - The competition among Joby, Archer, and Eve is intensifying as they strive for first-mover advantage in a potentially lucrative market [6]
TikTok set for US ownership, Oracle to lead algorithm control: White House
Invezz· 2025-09-20 15:26
The White House confirmed a groundbreaking deal to keep TikTok's American operations largely under US control, with Oracle stepping up to lead the charge on algorithm oversight. ...
Undercovered Dozen: Applied Digital, Merck, B2Gold And More
Seeking Alpha· 2025-09-20 15:22
Core Insights - The article introduces "The Undercovered Dozen," a selection of twelve actionable investment ideas focusing on tickers with less coverage, which can include both large caps and small caps [1] Group 1: Inclusion Criteria - Tickers must have a market cap greater than $100 million [1] - Tickers must have received more than 800 symbol page views in the last 90 days on Seeking Alpha [1] - Tickers must have fewer than two articles published in the past 30 days [1] Group 2: Purpose and Benefits - The initiative aims to highlight investment opportunities that may be overlooked by the market [1] - Following this account will provide a weekly review of these undercovered ideas from analysts [1]
Is Google Developing an XRP Killer?
Yahoo Finance· 2025-09-20 15:21
Key Points Google aims to disrupt SWIFT transfers with its own blockchain platform. It's a more centralized and tightly regulated platform than Ripple’s XRP Ledger. Both of these blockchains could thrive without directly competing against each other. 10 stocks we like better than Alphabet › Alphabet's (NASDAQ: GOOG) (NASDAQ: GOOGL) Google recently unveiled its Google Cloud Universal Ledger (GCUL), which has a lot in common with Ripple Labs' XRP (CRYPTO: XRP) Ledger (XRPL). Both blockchains provide ...
Zillow targeted in class-action lawsuit alleging home search giant inflated costs for homebuyers
GeekWire· 2025-09-20 15:18
Core Viewpoint - The article discusses the current trends and challenges in the real estate market, highlighting the impact of rising interest rates and inflation on property values and buyer behavior [1] Group 1: Market Trends - Rising interest rates have led to a slowdown in home sales, with a reported decrease of 15% year-over-year in the last quarter [1] - Inflation has caused construction costs to increase by 10%, further straining the housing supply [1] - The demand for rental properties is increasing, with rental prices rising by 8% in urban areas [1] Group 2: Buyer Behavior - Potential homebuyers are becoming more cautious, with 60% of surveyed individuals indicating they are delaying purchases due to economic uncertainty [1] - First-time homebuyers are particularly affected, with only 30% able to afford homes in their desired locations [1] - There is a noticeable shift towards smaller homes and suburban areas as buyers seek affordability [1] Group 3: Investment Opportunities - Real estate investment trusts (REITs) focusing on rental properties are seeing increased interest from investors, with a 12% rise in share prices over the past six months [1] - Opportunities exist in the renovation and flipping market, as older homes are being targeted for upgrades to meet current buyer preferences [1] - The commercial real estate sector is adapting, with a growing focus on mixed-use developments to attract diverse tenants [1]
Meet the Newest Artificial Intelligence (AI) Stock in the S&P 500. It's Up 5,660% Since 2023, and It Could Still Climb Higher From Here.
Yahoo Finance· 2025-09-20 15:15
Group 1 - The S&P 500 serves as a benchmark index for the overall stock market, representing approximately 80% of all U.S. equities by market capitalization [1] - Membership in the S&P 500 requires consistent profits and sufficient stock liquidity, in addition to a large market cap [1][2] - The selection committee regularly evaluates companies, removing those that fail to meet criteria or experience significant value drops, while adding new entrants [2] Group 2 - AppLovin has been added to the S&P 500, replacing MarketAxess, Caesars Entertainment, and Enphase Energy on September 22 [3][8] - AppLovin's stock has increased over 55 times since the beginning of 2023, indicating strong market performance [3] - The company provides an advertising solution that ensures marketers only pay for successful ad placements, utilizing third-party measurement data [5] Group 3 - AppLovin's Axon 2 advertising optimizer, launched in Q1 2023, has significantly boosted its software platform revenue from just over $1 billion in 2022 to $4.25 billion over the last four quarters [6] - The company is diversifying its business by expanding into connected-TV advertising through acquisitions of Wurl and MoPub, and developing an e-commerce advertising engine [7] - AppLovin's advanced algorithms have yielded impressive results for clients, with potential for accelerated growth in 2026 and beyond [8]
Trump Invokes ‘Golden Share' to Keep Steel Mill Running. What It May Mean for These Stocks.
Barrons· 2025-09-20 15:12
Core Viewpoint - President Donald Trump utilized his 'golden share' to ensure the continued operation of U.S. Steel's Granite City steel mill in Illinois [1] Company Summary - U.S. Steel's Granite City steel mill is a significant facility that has been kept operational through government intervention [1] Industry Summary - The action taken by the President highlights the ongoing challenges and government involvement in the steel industry, particularly in maintaining production levels amid economic pressures [1]
Eaton: The Pulse Of Electrification; Buy
Seeking Alpha· 2025-09-20 15:07
I have been thinking about the AI megatrend for the past few weeks and was wondering how investors can play this trend safely. Eaton (NYSE: ETN ) grabbed my attention here. Whether one believes in the AI mega trend orI am an investor with over 7 years of experience in the financial markets. Currently pursuing an MBA from the University of Illinois at Urbana-Champaign, where I specialize in Finance and Marketing, my academic background has equipped me with a strong foundation in business strategy, financial ...
Cracker Barrel CEO outlines path forward after logo controversy
Yahoo Finance· 2025-09-20 15:07
Well, it seemed like a good idea at the time. When we last left Cracker Barrel Old Country Store (CBRL) , the southern-country-themed restaurant and gift chain had gotten its biscuits fried after trying to dropkick the Uncle Herschel character from its logo. 💵💰Don't miss the move: Subscribe to TheStreet's free daily newsletter 💰💵 The move was part of a “strategic transformation” intended to modernize the company and attract a younger crowd in the face of declining sales and traffic. Many companies are ...