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Goldman Cuts ARM To Sell On Shocking Smartphone Weakness
Goldman Cuts ARM To Sell On Shocking Smartphone Weakness
Arm Holdings ADRs sank nearly 9% in premarket trading, on track for the largest intraday decline in almost a year, after the chip-architecture company reported softer-than-expected fiscal fourth-quarter royalty revenue tied to a slowdown in the smartphone industry, while assuring investors that data center demand can offset the slump.
During an earnings call, Wells Fargo analyst Joe Quatrochi asked Arm CEO Rene Haas:
"Clearly, data centers are very strong and accelerating, but then how do you think about consumer electronics, smartphones, et...
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Feb 25, 2026 / Tyler Durden
Supertanker Rates Hit Six-Year High: Here's What Driving It
Supertanker Rates Hit Six-Year High: Here's What Driving It
Global very large crude carrier (VLCC) rates have jumped to six-year highs due to two recent catalysts: first, a growing war-risk premium tied to the possibility of a US-Iran conflict, and second, ongoing consolidation in fleet ownership that is tightening vessel availability.
Let's begin by noting that war-risk insurance premiums are rapidly being priced into VLCC tanker rates. The Strait of Hormuz has once again come into focus as the world's most important energy chokepoint, where any flare-up in a US-Iran...
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Mar 14, 2026 / Tyler Durden
Jet Fuel Prices Soar As War In Iran Ripples Through Global Aviation
Jet Fuel Prices Soar As War In Iran Ripples Through Global Aviation
Authored by Felicity Bradstock via OilPrice.com,
Airlines, including Qantas, SAS, and Air New Zealand, have already announced airfare increases.
Surging jet fuel prices and disruptions in the Strait of Hormuz are squeezing airline operations.
Prolonged conflict could weaken travel demand and deepen pressure on global airline stocks.
As the war in Iran spills over into other parts of the Middle East, energy experts expect the price of several oil and gas products to soar over the coming months, driven by shortages. This...
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Apr 30, 2026 / Kyle Anzalone
Iranian Supreme Leader: The Future of the Persian Gulf Will Be Without the US
In a rare statement, Iranian Supreme Leader Ayatollah Mojtaba Khamenei said that the future of the Middle East will be “bright” without the US. “A new chapter for the Persian Gulf and the Strait of Hormuz is unfolding,” Khamenei wrote in a multi-post statement on his X account. “The brilliant future of the Persian Gulf […]
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