Global Partners LP remains a Strong Buy, offering a resilient business model, robust yield, and trading at a discount to intrinsic value. GLP's distribution yield stands at ~6.76% today, with 17 consecutive quarterly hikes, well-covered by distributable cash flow and growth supported by ongoing terminal portfolio expansion. Despite macro headwinds and geopolitical risks, GLP maintains solid financials, aggressive CAPEX plans, and a well-structured debt schedule, positioning itself for long-term growth.
Pony AI Inc. remains a buy, as robotaxi revenue surges 160% YoY, with early breakeven in key cities and a clear path to fleet scaling. PONY's premium valuation (EV/sales 46.9x trailing) hinges on converting early unit economics and data moat into durable, high-margin network effects before competition intensifies. Global expansion, especially outside China, and deep partnerships with Toyota, Uber, and Tencent are central to unlocking higher margins and justifying current multiples.
Venture Global and Edison said on Thursday they had reached an agreement to settle a long-running arbitration dispute related to accusations that the American exporter of liquefied natural gas failed to provide the Italian firm with contractual shipments.
Global X just gave investors more optionality with regard to the Invesco QQQ ETF (QQQ). The firm just launched the Global X NYSE 100 ETF (NYSX), designed to track the NYSE 100 Index.
Oncology is evolving fast as immunotherapy, AI and targeted drugs expand treatment options, boost outcomes, and fuel long-term healthcare growth.
Oil prices climbed on Thursday as the war in Iran approaches its one-month mark, with little sign of an end in sight.
Helium One Global Ltd (AIM:HE1, OTCQB:HLOGF, FRA:9K3)has raised £3.5 million in an institutional subscription and opened the door to another £1 million from retail investors, using a funding package to keep its US Galactica-Pegasus helium project moving as first sales begin to come into view. The AIM-listed group priced the fundraising at 0.6p a share, a 17.6% discount to the previous day's closing mid-price, with admission of the new shares expected on 31 March.
WashTec AG (WHTAF) Discusses Strategic Importance of Global Services and Digital Solutions in Carwash Operations Transcript
A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today's guests: Goldman Sachs Head of Global M&A Stephan Feldgoise, Advent Global Head of Aerospace and Defense Shonnel Malani, Carlyle Global Head of Aerospace Defense and Government Ian Fujiyama, Andreessen Horowitz General Partner Erin Price-Wright, JPMorgan Managing Director Mark Marengo, and Vinson and Elkins Partner Lande Spottswood.
The market is currently focused on the immediate power needs of AI and data centers. However, a more profound global nuclear renaissance is unfolding, centered on a massive overhaul of the global power infrastructure.
VG signs a new LNG supply deal with Vitol, expands its global reach, as rising demand and multiple agreements strengthen its export portfolio.
Liberty Global Ltd. (LBTYA) Presents at NSR/BCG Global Connectivity Leaders Conference- London Transcript