Airbnb is making a big push to loosen the regulatory noose around its neck in the Big Apple – before it’s too late and a Mamdani administration potentially takes over.The home-sharing giant wants the City Council to change a 2023 law that effectively shut down most Airbnb listings in the city.Under the proposed legislation, owners of single-family homes would be allowed to offer rentals without the hosts being present for less than 30 days. The city’s limit on guests would also be lifted, from two to four. ...

Economic Overview - The current economic environment is characterized by strong GDP growth alongside a soft labor market, leading to expectations of Federal Reserve easing, which historically correlates with strong equity returns [2][4] - The unemployment rate is currently low at 4.3%, but the speed of changes in jobless claims is a critical factor to monitor for market stability [4][3] Market Strategy - The investment strategy is to lean into sectors that are performing well, particularly technology, while also maintaining an overweight position in financials despite their current underperformance [6][7] - There is a focus on the healthcare sector's resurgence and the potential for upcoming earnings reports to influence market direction [6][7] AI and Global Opportunities - The AI theme presents investment opportunities, particularly in China, which offers a less crowded and more cost-effective approach compared to the U.S. market [8][9] - China's focus on efficiency and immediate applications of AI contrasts with the U.S. pursuit of advanced models and superintelligence, suggesting different investment dynamics [8][9] Labor Market and Productivity - There is a notable disconnect between stock market performance and job openings, with significant layoffs occurring even as companies report improved margins [10][12] - The rise of AI tools is expected to prompt public policy discussions regarding income redistribution and support for displaced workers, indicating potential future regulatory impacts [13]

Woolworths beat estimates for first-quarter sales on Wednesday, as deeper discounts, lower pricing and focus on e-commerce pulled in more value-conscious shoppers to its Australian supermarkets and ap... ...

Core Insights - SK Hynix reported a record quarterly profit driven by the AI boom, which has significantly increased demand for both advanced chips and conventional products [1] Company Summary - SK Hynix's quarterly profit reached a record high, indicating strong financial performance [1] - The surge in demand for chips is primarily attributed to the growing AI sector, highlighting the importance of technological advancements in driving revenue [1] Industry Summary - The AI boom is creating substantial demand for semiconductor products, benefiting companies like SK Hynix [1] - The trend suggests a robust growth trajectory for the semiconductor industry, particularly in the context of advanced and conventional chip markets [1]

Core Insights - Trican Well Service Ltd. reported strong third-quarter results for 2025, driven by the acquisition of Iron Horse Coiled Tubing Inc. and increased operating activity despite weak commodity prices [5][29]. Financial Performance - Revenue for Q3 2025 was $300.6 million, up from $221.6 million in Q3 2024, marking a 35.5% increase [5][7]. - Adjusted EBITDAS for Q3 2025 was $66.9 million, compared to $53.1 million in Q3 2024, reflecting a 25.5% increase [5][7]. - Free cash flow for Q3 2025 was $35.4 million, up from $32.4 million in Q3 2024, with free cash flow per share increasing to $0.19 from $0.16 [5][7]. - Profit for Q3 2025 was $28.9 million, compared to $24.5 million in Q3 2024, with profit per share rising to $0.15 from $0.12 [5][7]. Acquisition Details - The acquisition of Iron Horse was completed on August 27, 2025, for $77.25 million in cash and 33.76 million common shares, enhancing Trican's service capabilities in key plays [3][29]. - The acquisition added four fracturing spreads and 10 coiled tubing units, significantly expanding Trican's operational capacity [30]. Capital Management - Trican's balance sheet remains strong, with positive working capital of $209.4 million as of September 30, 2025, compared to $101.7 million at the end of 2024 [5][16]. - The company has been active in its Normal Course Issuer Bid (NCIB) program, repurchasing 13.2 million shares at an average price of $4.27 per share [6][37]. - A quarterly dividend of $0.055 per share was approved, reflecting a 22.2% increase from the previous year [8][36]. Market Conditions - Commodity prices have been challenging, with oil prices trending downwards, affecting customer capital programs [19][20]. - The commencement of LNG exports from the LNG Canada facility is expected to improve natural gas pricing and support growth in drilling and completions activity [21][24]. Strategic Initiatives - Trican is investing in technology modernization, including an integrated ERP platform and enhancements in artificial intelligence and data analytics [11][34]. - The company is upgrading its hydraulic fracturing fleet with Tier 4 Dynamic Gas Blending engine technology and electric ancillary equipment to reduce emissions and fuel costs [13][15].

Element Solutions (ESI) came out with quarterly earnings of $0.41 per share, beating the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.39 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +5.13%. A quarter ago, it was expected that this specialty chemical and printing products would post earnings of $0.36 per share when it actually produced earnings of $0.37, delivering a surprise of +2.78%.Over th ...

Horizon Technology Finance (HRZN) came out with quarterly earnings of $0.31 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.32 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +10.71%. A quarter ago, it was expected that this investment company would post earnings of $0.28 per share when it actually produced earnings of $0.28, delivering no surprise.Over the last four quarters ...

MSA Safety (MSA) came out with quarterly earnings of $1.94 per share, beating the Zacks Consensus Estimate of $1.9 per share. This compares to earnings of $1.83 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.11%. A quarter ago, it was expected that this maker of safety products would post earnings of $1.76 per share when it actually produced earnings of $1.93, delivering a surprise of +9.66%.Over the last four quarters, th ...

In the latest close session, Constellation Energy Corporation (CEG) was down 1.59% at $384.95. The stock's performance was behind the S&P 500's daily gain of 0.23%. Elsewhere, the Dow saw an upswing of 0.34%, while the tech-heavy Nasdaq appreciated by 0.8%. The stock of company has risen by 17.02% in the past month, leading the Oils-Energy sector's loss of 2.26% and the S&P 500's gain of 3.57%.The investment community will be closely monitoring the performance of Constellation Energy Corporation in its fort ...

Community Healthcare Trust (CHCT) came out with quarterly funds from operations (FFO) of $0.56 per share, beating the Zacks Consensus Estimate of $0.54 per share. This compares to FFO of $0.55 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of +3.70%. A quarter ago, it was expected that this real estate investment trust would post FFO of $0.54 per share when it actually produced FFO of $0.5, delivering a surprise of -7.41%.Over the la ...