Campbell's Shares Tumble After Dividend Cut As UBS Warns Of "Another Tough Year"

Israeli Prime Minister Benjamin Netanyahu said on Monday that he spoke with Vice President JD Vance after the US-Iran talks in Pakistan and described the call as part of a daily report the Trump administration provides him. “I spoke yesterday with Vice President J.D. Vance. He called me from his plane on his way back […]

Goldman's Meeting With Top Memory Supplier Points To Higher Prices As Crunch Worsens The high-bandwidth memory (HBM) shortage is already pressuring the margins of consumer electronics companies, disrupting product launches, and pushing up the prices of TVs and computers. The latest development is Valve's handheld gaming PC, which is reportedly out of stock in select regions as the memory crunch now filters into retail availability. We have been leaning on institutional channel checks across the semis and hardware coverage universe to gain an insider's perspective on what's happening across the...

Europe's Green Deal Is Unraveling Authored by Mohamed Moutii via the American Institute for Economic Research (AIER) Over the past decade, Europe has played a leading role in shaping global climate policy, highlighted by the launch of the European Green Deal in 2019—Ursula von der Leyen described it as a “man on the moon moment.” The initiative aims to make Europe the world’s first climate-neutral continent by 2050 while fostering innovation and strengthening its industrial base. Yet several years later, the results are deeply disappointing. Instead of meeting its goals, the Green Deal is increasingly associated with...