SCROLL NEWS / DISCOVERY
Search headlines
Find the stories shaping the conversation.
Results for " wall " 2,207 found 🔀 AI-powered Shuffle
Jacksonville to roll out elaborate ceremony at Veterans Memorial Wall honoring fallen heroes
Memorial Day honors start early in Jacksonville at the monument honoring about 1,700 fallen veterans.
BANKING: Wallace, Hildebrandt - Los Angeles Business Journal
BANC OF CALIFORNIA HIRES FOR GROWTH IN PAYMENTS AND SMALL BUSINESS LENDING Banc of California has welcomed two bankers to support its growing commercial
How The Sphere Entertainment (SPHR) Investment Story Is Shifting With New Targets And Projects
Analysts have lifted their fair value estimate for Sphere Entertainment from $136.36 to $161.00, pointing to a higher price target in updated models. That shift lines up with a wave of research that includes higher targets, rating upgrades and new coverage as more institutions focus on the company’s project pipeline and potential role in industry deal discussions. As you read on, you will see how to track these changing views and what to watch as the Sphere Entertainment story evolves. Stay...
New iOS 27 Rumors Include Revamped AirPods Settings Menu and More
Apple is set to unveil iOS 27 next month ahead of a September release. The update is expected to include a dedicated Siri app, expanded Apple Intelligence capabilities in apps like Wallet, Safari, and Shortcuts, an upgraded keyboard with improved autocorrect, the ability to use Apple Maps via satellite connection, and more. In his Power On newsletter today, Bloomberg's Mark Gurman revealed four additional iOS 27 changes related to AirPods, Genmoji, AirPlay, and Siri.
Epic Games Tips Unreal Engine 6 Timeline With Rocket League Reveal, Targeting UE5’s Multithreading Wall
Epic Games hints at Unreal Engine 6 through Rocket League. Tim Sweeney's earlier comments point to a multithreaded future for the engine.
Tencent Music Expands China Audio Ecosystem With Himalaya Deals, Valuation Questioned
Tencent Music Entertainment Group (NYSE:TME) has completed acquisitions of Himalaya and Ximalaya. The deals bring leading podcast and long form audio platforms into Tencent Music's existing music and audio ecosystem in China. The transactions expand Tencent Music's reach beyond music streaming into a broader online audio and spoken word offering. Tencent Music runs a large online music and audio platform in China, with services that span music streaming, social entertainment, and other...
Las Vegas ranks among best summer travel destinations
Las Vegas ranks No. 38 overall in WalletHub’s best summer travel destinations report, while landing near the top for attractions and activities.
Penn Entertainment CFO Felicia Hendrix talks career change from Wall Street to gaming industry
Felicia Hendrix traded in a career on Wall Street analyzing the gaming industry to work in it at a high level. The executive vice president and chief financial
Nvidia’s Hidden $60 Billion Business Is About to Overtake Broadcom
For years, investors treated artificial intelligence as a GPU story. Buy the chipmakers, ride the boom, and call it a day. But AI data centers have evolved into something much bigger — sprawling digital factories that need not only computing power, but also ultra-fast networking capable of moving oceans of data with almost no delay. ... Nvidia’s Hidden $60 Billion Business Is About to Overtake Broadcom
2026 AMAs nominations list: Taylor Swift, Sabrina Carpenter, Morgan Wallen in running for top awards, BTS set to perform
Swift's 2025 album 'The Life of a Showgirl' helped drive her eight AMA nominations.
A Look At Madison Square Garden Entertainment (MSGE) Valuation After Penn Station Decision And Theater Sale Plans
Madison Square Garden Entertainment (MSGE) drew fresh investor attention after confirmation that the Penn Station redevelopment will keep the existing arena in place, while a potential theater sale and federal infrastructure funding reshaped the stock’s value story. See our latest analysis for Madison Square Garden Entertainment. At a latest share price of $69.64, MSGE has seen a 12.92% 1 month share price return and a 9.31% 3 month share price return, while its 1 year total shareholder...
Evaluating Tencent Music Entertainment Group (TME) After Recent Share Price Weakness And Undervaluation Claims
Recent performance snapshot Tencent Music Entertainment Group (TME) has drawn fresh attention after a sharp pullback, with the stock down about 8% over the past month and about 42% over the past 3 months. That weakness sits against a backdrop of reported annual revenue of CN¥33,441.0 million and net income of CN¥8,856.0 million, alongside year on year growth rates in both revenue and net income. See our latest analysis for Tencent Music Entertainment Group. At a share price of $8.81, Tencent...
International Business Machines (IBM) Is Up 15.8% After Announcing $2 Billion Anderon Quantum Chip Foundry Partnership
Earlier this week, IBM and the U.S. Department of Commerce announced a Letter of Intent to create Anderon, America’s first pure-play quantum chip foundry in Albany, New York, backed by US$1.00 billion in CHIPS incentives and a matching US$1.00 billion cash commitment from IBM plus intellectual property and staff. This partnership not only cements IBM’s role at the core of the U.S. quantum ecosystem but also creates a dedicated 300‑millimeter quantum wafer facility intended to supply multiple...
Bond breakout? Big effects of bad data. Immigration and thermostatic politics & dad-chat is coming for dad-books.
Thank you for opening your Chartbook email. Anna Airy, A Shell Forge at a National Projectile Factory, Hackney Marshes, London, 1918 Bond breakout - John Authers Across the developed markets, bond markets are staging a slow-motion car wreck. Looking at the drastic moves in the US, Japan, the UK and France, Barclays’ Ajay Rajadhyaksha commented: “Last week, long bonds broke. Not in one country. In all of them. Simultaneously. Four countries. Four different political systems. Four different central banks. But the same trade — “get me out of duration!”” Each country has its own contributing political problems, but the uniformity of the shift out of long-term bonds with high duration makes clear that something broader is afoot. For Rajadhyaksha, it is “simple and uncomfortable.” The developed world “has too much debt, too little fiscal discipline, and no political appetite for fixing either.” If there’s a trigger, it has been the Iran war and the resulting shock to oil supply. Source: Bloomberg G7 countries are now borrowing at rates that were enjoyed by EM in the early 2020s For contributing subscribers only. Subscribe Trade between China and Russia has grown in recent years For contributing subscribers only. Subscribe Big effects of bad data A decade ago nearly nine in ten Americans, when approached, agreed to fill out the Current Population Survey, which is administered to about 60,000 households each month and asks about, among other things, employment. Fewer than seven in ten do so now (see chart 1). For the Consumer Expenditure Survey, which tries to capture 3,700 households monthly, the response rate is down from 68% to 40%. … When the information becomes less reliable, investment decisions get more difficult to make. Some may be delayed, creating a potential drag on the economy. A new working paper by Nicholas Bloom of Stanford University, Erica Groshen, former head of the Bureau of Labour Statistics (BLS) now at Cornell University, and Duncan Hobbs and Michael Strain of the American Enterprise Institute, a think-tank, hazards an estimate. Preserving trust in “the integrity and quality of official statistics”, the authors claim, generates economic benefits of about $25 for every $1 spent on the BLS, the agency with an annual budget of $700m that is responsible for many of these data. To arrive at their conclusion the quartet analysed an ignoble episode in the BLS’s recent history. On August 1st 2025 Donald Trump sacked Erika McEntarfer, appointed as the agency’s commissioner by his predecessor, Joe Biden. The president alleged, without evidence, that the BLS’s steep downward revision to recent jobs numbers had been “RIGGED in order to make the Republicans, and ME, look bad”. In fact, it was the wanton dismissal that looked bad in the eyes of many observers. In the following seven days there was a 50% leap, relative to the week before, in the average value of the index of Economic Policy Uncertainty (EPU), which tracks the number of articles mentioning such uncertainty that are published daily in American newspapers. This was a discernible jump even when compared to the chaos caused by Mr Trump’s trade war in April 2025 and his real one in Iran in the past two months (see chart 2). Based on Mr Bloom’s earlier study with other colleagues of the EPU’s impact on business investment, industrial production and employment, the authors estimate that the jump reduced American GDP by over $100bn (0.3%) and non-farm payrolls by 168,000 (0.1%). Source: The Economist Immigration and thermostatic politics (Sarah O’Connor in the FT) A strange thing happened a year and a half ago. No sooner had Americans elected Donald Trump as president on an explicitly anti-immigration platform than US public opinion began to swing much more favourably towards immigration. … to political scientists who study “thermostatic” politics, this development is no surprise at all. Public opinion often moves against the prevailing party, especially if they are perceived to have gone “too far” in one direction. The phenomenon was first explored in the 1990s with reference to fiscal policy, but in recent years it has been particularly evident in the realm of immigration policy. While these swings in opinion polls can make it seem as if people don’t know their own minds, they can be a useful democratic check on governments by sending bright flashing warning lights when policies stray too far from the public’s comfort zone. The problem comes when politicians misinterpret those signals. When people tell pollsters they want less immigration, or think it is bad for the country overall (or the converse), they are often expressing an opinion about how things appear to be going in that moment relative to their preferences, rather than a deep shift in their underlying views. According to Alexander Kustov, a political scientist, most Americans’ views are quite stable and moderate: they support immigration that is controlled and in the national interest, and oppose flows that are disorderly or under-enforced. In the US, he argues the Trump administration over-interpreted dissatisfaction with high immigration under Joe Biden, and implemented policies that went too far for many voters. “People don’t necessarily change their idea about their ideal immigration policy, but they can react to what the government is currently doing,” he told me. “A lot of people are not happy with what the Trump administration are doing — right now we’re not talking about border enforcement, we’re talking about people not just getting harassed, but killed.” But similarly, he added, pro-immigration advocates would be making a mistake to interpret the recent, more favourable swing towards immigration as a deep-seated ideological shift in attitudes. The recent history of UK immigration policy offers another cautionary tale. After the 2016 Brexit referendum, public concern about immigration fell. This was partly because net migration statistics declined, but also because people felt a sense of catharsis and control, says Sunder Katwala, director of British Future, a think-tank. By 2019, the public ranked immigration as only the ninth biggest issue of concern, according to Ipsos polling. But when the Conservative government liberalised visa routes for students and care workers between 2019 and 2022, that helped net migration to surge. And so, too, did public concern. Today’s Labour government has implemented another sharply restrictive turn in immigration policy. As Kustov and researcher Caitlyn Yates argue, thermostatic public opinion should be a useful check on politicians. Instead it seems to have helped to magnify the pendulum swing in the UK. The government over-interprets and overreacts to a change in public opinion, which reacts in turn, prompting a sudden swing the other way. Source: Financial Times HEY READERS, THANK YOU for opening the Chartbook email. I hope it brightens your day. I enjoy putting out the newsletter, but tbh, what keeps this flow going is the generosity of those readers who clicked the subscription button. If you are persuaded to click, please consider the annual subscription of $50. It is both better value for you and a much better deal for me, as it involves only one credit card charge. Why feed the payments companies if we don’t have to. Subscribe Anna Airy, Shop for Machining 15-Inch Shells: Singer Manufacturing Company, Clydebank, Glasgow, 1918 Racing for a vaccine … we have been here before! The deadly Ebola outbreak in two African countries driven by a virus species with no vaccine has triggered an urgent search for a potential jab, in a test of troubled global efforts to avert threats posed by emerging diseases. A World Health Organization advisory group is due to would meet on Tuesday to recommend candidate jabs to prioritise for clinical trials, the global health body said. It will assess data including an analysis by the Coalition for Epidemic Preparedness Innovations (Cepi), which was set up after failures in the international response to a previous Ebola crisis. The latest Ebola outbreak in Democratic Republic of Congo and Uganda has infected hundreds of people and killed more than 80, health authorities say. Cepi’s reaction will be a crucial indicator of its progress towards its wider goal of producing vaccines for pandemic threats in just 100 days, despite steep cuts to international health funding. “If there was ever a time that we could show the world why Cepi is needed and show the world why the 100-day mission is needed, it’s now,” Nicole Lurie, the organisation’s executive director for preparedness and response, told the FT. “We’re happy to accept that responsibility, but obviously we need help from partners — particularly financial help in the long run.” DR Congo and Uganda would make the final decision on whether to press ahead with any vaccine candidates endorsed for clinical trials by the WHO experts, the global health body said. “Other ethical and community acceptability issues will be considered,” said the WHO, which declared the latest outbreak a public health emergency of international concern on Sunday. “This will be important to make sure that the trial, if it happens, will be adequately communicated to the population.” Lurie said Cepi had provided information from a survey of research teams and companies working on drugs that might be effective against the Bundibugyo virus behind the outbreak. The organisation hoped soon to announce partners in the quest for a jab, she added, although she declined to give a timescale for when one might be developed. Cepi’s Nicole Laurie said global health bodies were ‘getting some live-fire drills’ with hantavirus and the latest Ebola outbreak. The hunt for a vaccine should be helped by scientific advances including the use of artificial intelligence to find drugs active against viruses, Lurie said. Existing jabs against the Zaire Ebola virus responsible for many previous outbreaks might provide a basis for tackling the Bundibugyo species, she added. “We’ll see how far and how fast we can get,” Lurie said, adding that Cepi had done preliminary work recently on a possible jab for the rat-borne hantavirus responsible for a recent fatal outbreak on a cruise ship. “Both with hantavirus and now with Ebola, [we] are getting some live-fire drills.” Source: Michael Peel in the Financial Times Dad-chat is coming for dad-books. (By Pamela Paul and Jeffrey A. Trachtenberg in the WSJ) They were the go-to gifts for Father’s Day: a book about some little-known chapter of World War II, the sweeping narrative of a shipwreck, perhaps the latest presidential biography. These days, dad books are a dying breed. Nonfiction book sales have been in decline for the past four years, and are now the most challenged segment of the print book market. Publishers say certain types of books still fare well—including celebrity memoirs and religious titles. But in recent years, print sales in such categories as biography, current affairs and business and economics—what publishers refer to as “serious nonfiction” and which tend to resonate especially with men—have fallen considerably. Sales of nonfiction print titles were down nearly 8% through May 9 this year, and sales of books about politics and current affairs were down 19%, according to book tracker Circana BookScan. Publishing has long been subject to cyclical changes, with trends in format and genre taking over bookshelves in grand sweeps. (Remember the adult coloring-book craze? Or the stratospheric rise of romantasy?) But many in publishing believe the decline in serious nonfiction is more existential. “The trend couldn’t be clearer,” said Jonathan Karp, the former chief executive of Simon & Schuster and publisher of the new Simon Six imprint. “This is a sea change and people should wake up and realize we’re living in a new world.” One culprit for the shift: a new media diet for fans of more serious nonfiction. … Sixty-two percent of men and 54% of women consumed a podcast in the prior month, according to a recent survey by Edison Research at SSRS, up from 46% and 39%, respectively, in 2023. “When we have internal meetings to talk about this problem, it always comes around to podcasts,” said Jonathan Burnham, president and publisher of the Harper Group at HarperCollins Publishers. “The man who wants to read American history is now tuning into one of the many good podcasts about history that lends the quiet attention to a serious subject he’s looking for. It makes the idea of sitting down with a 700-page Ron Chernow book less appealing. You’ve scratched that itch.” Source: Wall Street Journal Remarkable report by Novara from the nationalist rally in London in mid May. Anna Airy, Leopard Moth and Plums, 1915 If you’ve scrolled this far, you know you want to click: Subscribe
Novak Djokovic Won't Participate In French Open Boycott
Some of the top players in men's and women's tennis are expected to boycott the media at this year's French Open. With the tournament set to begin Sunday, the legendary Novak Djokovic offered his stance on this matter. Charlie Eccleshare and Ava Wallace of The Athletic reported earlier ...
Sick firehouses: How deteriorating stations are putting fire fighters’ health at risk
Water stains spread across ceilings. Mold creeping through walls. Sewage leaks. Toxic fumes drifting into living quarters.
Outdoor Sports Growth Bodes Well for Footwear Industry
Pickleball, climbing and soccer are among the top growth sports, paving the way for demand in sneakers, performance shoes and cleats.
Bungie reportedly eyeing up "significant" layoffs, no plans for Destiny 3: what happens after Destiny 2's final update in June?
Nearly nine years later, the writing is on the walls for Destiny 2 as Bungie looks ahead to a very uncertain future.
In a Rarity, Republicans Stand Up to Trump
President Trump faced a wall of opposition from Senate G.O.P. lawmakers, in part over his plan to create a $1.8 billion fund to reward his allies.
Take-Two forecasts annual bookings below estimates, sticks with 'GTA VI' launch timeline
Take-Two Interactive forecast annual bookings below Wall Street expectations on Thursday, but reiterated the November 19 launch date for the highly awaited "Grand Theft Auto VI," sending its shares up around 6% in extended trading.
Master of Science in Biomedical Sciences awards top students - News
The Jerry M. Wallace School of Osteopathic Medicine recognized Masters of Science in Biomedical Sciences graduates who received academic awards… More on this post
A Look At WEBTOON Entertainment (WBTN) Valuation After Weak User Trends And IP Adaptation Slowdown
WEBTOON Entertainment (WBTN) is back in focus after first quarter 2026 results and fresh guidance highlighted pressure on user metrics and IP adaptation revenue, despite stable revenue and comments around paid content and advertising. See our latest analysis for WEBTOON Entertainment. The stock is trading at US$11.64 after a 2.28% 1 day share price gain. However, recent momentum has cooled, with a 7 day share price return down 15.84% and a year to date share price return down 11.88%, even as...
The Banks That Won a Piece of SpaceX’s Colossal I.P.O.
Across Wall Street, bankers have been clamoring to lead what is expected to be the biggest-ever initial public offering.
Inside the Broligarchy: Is Big Tech running politics?
Citing US President Donald Trump's alliances with tech billionaires and the pressure on US media outlets, investigative journalist Carole Cadwalladr tells DW we are accelerating towards "a techno‑fascist future.”
A Look At Caesars Entertainment (CZR) Valuation As Trading Stays Choppy And Discount Signals Persist
Why Caesars Entertainment (CZR) is on investors’ radar Caesars Entertainment (CZR) has been drawing attention after recent trading left the stock with a market value of about US$5.6b and a last close of US$27.55, prompting closer scrutiny of its fundamentals. See our latest analysis for Caesars Entertainment. Recent trading has been choppy, with a 25.86% 90 day share price return and a 16.94% year to date share price return contrasting with a 1 year total shareholder return that is slightly...
Nvidia beats Wall Street expectations amid AI chip boom, Asian tech stocks surge
Rolling coverage of the latest economic and financial news
Illinois politics surrounding data centers | The Chicago report
Brad Tietz, with the Data Center Coalition, Brad Klein, with the Environmental Law and Policy Center, and Jen Walling, the CEO of the Environmental Council, joins Fox Chicago's Bret Buganski to discuss Illinois politics surrounding data centers in the Chicago area.
Nvidia delivers earnings beat. See the key numbers.
Wall Street is closely watching Nvidia's fiscal year Q1 2027 earnings for signals on wider AI demand and the chipmaker's China business.
A Look At Sphere Entertainment (SPHR) Valuation After Abu Dhabi Sphere Expansion On Yas Island
Sphere Entertainment (SPHR) is back in focus after Abu Dhabi selected Yas Island as the site for Sphere Abu Dhabi, a US$1.7b immersive venue that marks the company’s first international expansion. See our latest analysis for Sphere Entertainment. At a share price of US$135.33, the stock has eased slightly over the past day and month, yet a 17.43% 90 day share price return and very large 1 year total shareholder return suggest momentum has been building rather than fading. If Sphere’s...
OpenAI’s Legal Win Against Musk Still Stings | AI & Business for May 19
Plus, a Wall Street-backed cloud-computing effort and rising opposition to AI
Goldman Sachs, Moelis Say Business as Usual Amid Iran Conflict
Goldman Sachs Group Inc.’s international co-heads say the turbulent start to the year has done little to deter clients, underscoring Wall Street’s bullish outlook despite events like the Iran war.
These men voted for President Trump. They have very different views of how he's doing
Two Black men from Georgia who voted for President Trump in 2024 have very different views of how the country is doing now, in the first installment of Swing Shift from NPR's Tamara Keith.
What Flutter Entertainment (FLUT)'s Strong Q1, Leadership Shuffle and Buyback Completion Means For Shareholders
In early May 2026, Flutter Entertainment plc reported Q1 2026 revenue of US$4,304 million versus US$3,665 million a year earlier, alongside lower net income of US$218 million, refreshed full‑year revenue guidance, leadership changes at FanDuel and the international division, and completion of a US$1,241.88 million share buyback program. At the same time, stronger‑than‑anticipated Q1 operating performance, new FanDuel loyalty and product features, and a reconfigured management team sharpened...
Carvana Makes Shift Into New Car Business
Used-car giant Carvana is reportedly making a push into the new vehicle market. As The Wall Street Journal (WSJ) reported Monday (May 18), the company has
Whoa! Netflix is Sending Narnia Heading to Theaters...What This Means for the Future of Film
(Welcome to the “Most Important Story of the Week”, my bi-weekly strategy column analyzing the most important (but often not buzziest) news story of the last two weeks. I’m the Entertainment Strategy Guy, a former streaming executive who now analyzes business strategy in the entertainment industry. Please subscribe.) Here’s a funny thing about the debate over whether streamers should release their movies in theaters first: Both sides think the other side represents the “conventional wisdom”. If you’ve been reading me for any amount of time, or even just scanned my front page, you know I think movies make more money by having a robust theatrical window compared to going straight-to-streaming. I’ve published thousands of words on this topic. And for years, I felt like I was standing up to a wave of opposition. See, while the “put your films in theaters to make money” take was obvious at any point before 2019, post-streaming revolution, most of the trendy thinkers took the opposite point of view. Big names argued that Netflix putting their film straight-to-streaming (“S-to-S” from here on out) actually made more money. Netflix was “disrupting” theaters, just as they disrupted Blockbuster Video, and since innovation is always good, this too was a great idea. This thinking then leaked into the mainstream business outlets like the Wall Street Journal and Bloomberg. I read many articles whose take boiled down to “Netflix makes tons of money from S-to-S releases” and “theaters were in structural decline” anyways. Covid-19 shutting down theaters and the 2023 strikes shutting down film production seemingly justified this point of view, as the box office struggled to return to 2017-2019 heights. Yet I’ve also read folks arguing the opposite point: the conventional wisdom says to put films in theaters! From some writers’ points of view, “everyone” actually agrees/agreed with my “send your films to theaters” take—especially the stodgy traditional studios—and folks still didn’t understand Netflix’s genius. I feel like, for the last two years, many people have argued this point as if it’s conventional wisdom. You know what? I may have been wrong. At this point, the “S-to-S strategy makes money” might be the minority viewpoint. Especially with the news this month that Netflix will put at least one film—Greta Gerwig’s Narnia film The Magician’s Nephew—in theaters in 2027 for a full 49-day run is big news. So that’s the story of the week, but I’ll also explain why they’re making this move now and why Netflix may not completely embrace theaters, along with other topics, like how I don’t buy Disney’s “super app” strategy, the latest good news out of the unions, my take on the latest attacks against free speech, and a whole lot more. Let’s get started. Subscribe Most Important Story of the Week - Netflix Goes to Theaters! Listen, I promise not to victory lap too hard today. As I just wrote, I’ve argued against sending films straight-to-streaming for—checks calendar—eight years now. Since 2018. Yikes. That’s a long time. And for years, others painted my thinking as “conventional” in that I was standing up for the status quo against trendy, cool disruption. And that’s not cool! But math is math, and I never could make the S-to-S numbers work. The only thing that ever enabled that model was Wall Street’s brief exuberance for it. It seems like the heads of Netflix now agree with me. (There were always rumors that former head of film for Netflix Scott Stuber argued internally for theatrical releases as well.) As they announced: “The Magician’s Nephew_—the first film in a Narnia series of films—will open on 12-Feb-2027, with a 49 day theatrical exclusive run.”_ I’m a little surprised at how little coverage this big change actually got. Credit to Bloomberg for leading with it and Matt Belloni’s The Town for highlighting it with the provocatively titled podcast “Hell Hath Frozen Over”. But after that? Instead of getting as much coverage as, say, the FCC’s latest egregious crackdown on free speech, this news story got crickets. But it’s massively more important for the future business of entertainment. So let’s start with the obvious question… Why Put Your Movies in Theaters? So…why should Netflix put (some!) of their movies in theaters? Well, I’ve already written that in a very, very, very long article from 2022: [ ](https://entertainment.substack.com/p/the-data-is-in-theatrical-films-massively) [ The Data Is In: Theatrical Films Massively Outperform Straight-To-Streaming Films ](https://entertainment.substack.com/p/the-data-is-in-theatrical-films-massively) Entertainment Strategy Guy · April 5, 2023 [ Read full story ](https://entertainment.substack.com/p/the-data-is-in-theatrical-films-massively) To summarize, theatrical runs make much more money, especially blockbusters, because they earn more money per viewing,1 and that helps boost home entertainment sales. Theatrical films also perform as well or better than the streaming-only films. Now, partially this is driven by increased marketing for said films, but said marketing ultimately boosts the awareness of the movies and drives improved streaming and library performance as well. Again, I’ve made this case after reviewing the economic models and streaming data for years. Just last week, Emily Horgan also made the case for kids films! Yes, it is probably conventional wisdom, but that’s also because it’s true! I’d also argue we’ve seen a lot of data in the various studios’ behavior. As I’ve noted before, the more a studio needs to make money, the likelier they are to put films in theaters. As such, Disney, Universal, Warner Bros., Paramount and Sony all send their major films to theaters. Even if they once made a big S-to-S push (*cough* Disney *cough*), they’ve since relented and returned to theaters. The tech companies don’t need to make money, per se, so it took them years to embrace theaters. Apple doesn’t need to make money because it doesn’t disclose their (likely) Quibi-sized losses each year. (They fear bad press more than losing money.) Amazon announced two years ago that they planned to make Amazon-MGM Studios/Prime Video profitable on its own, and guess what? Now they’re putting films in theaters. That leaves Netflix. They’re in between the “no need to make money at all” and the “desperately need to make money to offset linear TV declines”, so they had less pressure to put some films in theaters. Plus, for years, they were the sexy disruptor, and Wall Street rewarded them for that. (Honestly, they still do.) Yet, even Netflix likely saw the money they were leaving on the table (I’ve estimated it at an easy billion dollars before) so they changed their course. I heard one pundit argue that, because Netflix already makes so much money, they don’t need to make more money, which sort of goes against everything I’ve ever learned about business and economics. Again, to be super-nuanced, sending “films to theaters” does not mean EVERY film. TV movies have been a thing for decades. Lifetime films, Hallmark holiday films, Disney Channel Original Movies, and so on, don’t need theatrical runs. But films above a certain budget level (say $25 to 50 million) almost certainly need theaters to maximize their revenue. The Scenarios (with a Dose of Skepticism) Now time for some skepticism: it won’t surprise me at all if Netflix re-changes course. Specifically, Netflix announced that their Narnia film will go to theaters. And I’d bet anything we see KPop Demon Hunters 2: The Huntering2 also goes to theaters, cause it’s the surest hit outside of a Disney animated sequel right now. But how much does Netflix truly commit to theaters? They’ve already tried to emphasize that this is a one-off move. I see three broad scenarios:
Business Buzz: The mountain market whiplash and the 6th graders beating Wall Street
iOS 27 to add new custom wallpaper feature, more: report
iOS 27 is set to be announced in just three weeks, and a new report today dives into three new...
Apple Readies AI Writing Help, App Shortcuts and Wallpapers for iOS 27
Apple Inc. is preparing a wave of artificial intelligence features for its next iPhone and iPad operating systems, including a grammar checker and new shortcut options, part of an effort to narrow the gap with capabilities available on rival devices.
Training Naturalists Behind Prison Walls
A kestrel swoops to grab a smaller bird on the wing and eats it, right in front of a group of men in the garden at California Health Care Facility, or CHCF, a prison in Stockton, where the garden has become both a thriving ecosystem and a science classroom for people incarcerated there. As the feathers fly, UC Davis researcher Laci Gerhart pulls out a bird guide and shows the incarcerated men how to identify the bird by its size and coloration, noting that kestrels are North America’s smallest raptor and one of the few that are sexually dimorphic.
'It's kind of a no-brainer': Why pop band MUNA is tackling politics on album 'Dancing on the Wall'
“Dancing on the Wall” is a departure from MUNA’s previous work, trading the sunshine-y pop instrumentals, country influences and sweeping ballads of their self-titled album for gritty, atmospheric tracks influenced by 1990s punk and rave scenes.
Innovation Developed by UT Health Sciences Research Program Passes Landmark Trial for Cardiac Amyloidosis
A new diagnostic tool developed at the University of Tennessee Health Sciences may soon make it significantly easier for physicians to detect cardiac amyloidosis, a progressive and frequently underdiagnosed disease caused by abnormal protein deposits in the heart.
A Look At AMC Entertainment (AMC) Valuation After Analyst Upgrade And Arena One Concert Launch
AMC Entertainment Holdings (AMC) is back in focus after an analyst upgrade linked to improving box office conditions, along with management comments on a lower revenue bar for free cash flow breakeven and the new Arena One at AMC concert format. See our latest analysis for AMC Entertainment Holdings. At a share price of $1.28, AMC has seen pressure recently, with the 7 day share price return down 9.22% and the 30 day share price return down 31.18%, while the 1 year total shareholder return is...
Prantl’s owner responds to health department consumer alert
Joe Cugliari, owner and president of Prantl’s Bakery, issued a statement following the Allegheny Health Department’s consumer alert regarding the bakery’s Walnut Street location in Shadyside. According to the department’s Thursday report, the bakery had a presence of rodent droppings on multiple surfaces, damaged exterior walls, soiled food equipment, old
Ryanair CFO says more airlines could go bankrupt due to fuel crisis
"I think we will see some of the weaker carriers who were already struggling before the war possibly go to the wall in the winter," Ryanair's CFO said
Why Teams Don’t Just Lose—They Change
Today’s guest column is from professors John Cairney and Rick Burton. With spring here, we thought we’d look at what sports leaders can learn from fishing—or more accurately, from a particular fish, a glass wall and what happens when the environment thwarts an organization’s best attempts to reach a goal To borrow from behavioral science, …
Evaluating Flutter Entertainment (NYSE:FLUT) After A Sharp Share Price Pullback
Recent performance snapshot for Flutter Entertainment (NYSE:FLUT) Flutter Entertainment (NYSE:FLUT) has drawn investor attention after a period of weaker share performance, with the stock down about 16% over the past month and roughly 25% over the past 3 months. See our latest analysis for Flutter Entertainment. The recent decline has been steep, with the share price down 57.68% year to date and the 1 year total shareholder return falling 62.95%. This points to fading momentum as investors...
Earnings & Insights: WWD Launches Hub for Fashion Business Analysis
WWD's new Earnings & Insights hub offers in-depth analysis, CEO interviews, and the latest financial updates in fashion, beauty, and retail sectors.
A Look At Live Nation Entertainment (LYV) Valuation After Recent Share Price Momentum
What recent performance says about Live Nation Entertainment stock Live Nation Entertainment (LYV) has drawn fresh attention after a period of steady share price movement, with the stock up 7.9% over the past month and 6.7% over the past 3 months. For investors tracking momentum and business fundamentals, those returns sit alongside reported annual revenue of US$25.6b and a reported net loss of US$410.3m, highlighting a mix of scale and ongoing profitability challenges. See our latest...
Elliott builds big stake in life-science tools supplier Bio-Rad Labs, WSJ reports
Activist investor Elliott Investment Management has built a sizeable stake in U.S. diagnostics supplier Bio-Rad Laboratories NYSE:BIO, and plans to push the company to boost its underperforming stock price, the Wall Street Journal reported on Sunday.Bio-Rad's shares have fallen more than 18% so fa…
2026 ACM Awards winners: Ella Langley wins Song of the Year, as Avery Anna, Tucker Wetmore win New Artist categories
The 2026 ACM Awards nominations are dominated by women including Megan Moroney, Miranda Lambert, Ella Langley and Lainey Wilson, while Morgan Wallen's Male Artist of the Year snub and Zach Top's break...
Elliott Builds Stake in Life-Science Firm Bio-Rad, WSJ Says
Activist investor Elliott Investment Management has built a sizable stake in Bio-Rad Laboratories to boost the firm’s underperfoming stock price, the Wall Street Journal reported, citing people familiar with the matter.
2026 ACM Awards winners: Ella Langley wins Artist-Songwriter of the Year, as Avery Anna, Tucker Wetmore win New Artist categories
The 2026 ACM Awards nominations are dominated by women including Megan Moroney, Miranda Lambert, Ella Langley and Lainey Wilson, while Morgan Wallen's Male Artist of the Year snub and Zach Top's break...
Live and Die by the Fastball – Marlins 3, Rays 6
On a national telecast through Peacock, the Tampa Bay Rays got a well deserved spotlight this Sunday, starting with the star of the show – Junior Caminero – clearing the fence: After giving up the lead, the Rays would battle back the second time through the order, and after loading the bases, Taylor Walls – […]
How Penn’s Penn Interactive Layoffs and Restructuring Will Impact PENN Entertainment (PENN) Investors
Penn Entertainment recently cut more than 75 jobs in its Penn Interactive division, affecting theScore Bet, online casino, and social gaming operations as part of a broader restructuring following pressures in the sports betting market and the fallout from its ESPN Bet branding deal. The layoffs, including several senior roles, highlight management’s push to streamline a loss-making digital segment even as online sports betting and iGaming revenues have been improving. Next, we’ll examine...
Todd Graves’ Billion-Dollar Chicken Chain Started With the Worst Grade in Business School
Todd Graves told Masters of Scale host Jeff Berman that his Raising Cane’s business plan earned the worst grade in his partner’s business class, despite being painstakingly detailed. “The professor said, the plan’s exceptional. I mean, I knew details. I knew exactly what our aprons would cost to get washed,” Graves recalled. The strategic flaw, ... Todd Graves’ Billion-Dollar Chicken Chain Started With the Worst Grade in Business School
I took my Wall Street skills from Goldman Sachs to a dance studio
Caila Moed, 35, went from professional dance, to arts and philanthropy, to Goldman Sachs, to entrepreneurship — and a better work-life balance.
China unveils a giant rideable robot straight out of sci-fi movie
A Chinese robotics company has started selling a giant pilotable robot. It costs €500,000, walks on two legs, and can also smash through walls. Welcome to the future?
How Investors May Respond To PENN Entertainment (PENN) Cutting Jobs In Its Interactive Division
PENN Entertainment recently announced it will cut more than 75 roles in its Interactive division, as operators across the sports betting industry respond to competitive and technological pressures including AI-enabled platforms and prediction markets drawing customers away from traditional sportsbooks. This restructuring highlights how PENN is reassessing the cost structure and scale of its digital betting operations at a time when its long-term plans rely heavily on improving profitability...
A Look At Brookfield Business Partners (BBU) Valuation After Softer First Quarter 2026 Results
Brookfield Business Partners (BBU) is in focus after Brookfield Business Corporation reported first quarter 2026 results, showing sales of US$6,436 million and net income of US$40 million, both lower than in the same period a year earlier. See our latest analysis for Brookfield Business Partners. The recent 1-day share price decline of 2.09% to US$31.46 and a 30-day share price return down 9.21%, alongside a year to date share price return down 12.20%, contrasts with a 1-year total...
Is AMC Entertainment (AMC) Quietly Recasting Its Premium Content Strategy With Arena One Concerts?
Arena One and AMC Theatres recently launched “Arena One at AMC,” a nationwide, real-time interactive concert format bringing artists like Bebe Rexha, Paris Hilton, Kim Petras, and Maren Morris to more than 300 U.S. locations, while AMC also reported first-quarter 2026 revenue of US$1.05 billion and a reduced net loss of US$117.1 million. This combination of an immersive live-concert product and year-on-year improvement in quarterly results highlights AMC’s efforts to broaden content...
Now What? With Carbon Pricing Eroded and Pipeline Politics Advancing, Here Are the Pathways for Climate Success
At the end of a whirlwind week of news on carbon pricing and electricity strategy, capping a madcap year of pretty much non-stop, dramatic change, the word across much of Canada’s climate and energy transition community is that climate policy in this country has been shredded. Eviscerated. Hit with a sledgehammer by policy rollbacks that have pushed the country’s 2050 net zero target “well out of reach”. That means it’s never been more important to look for the rays of hope and glimmers of possibility. To glimpse the seeds of the next set of strategies to get Canada’s climate pollution under control and the country into the accelerating global dash away from fossil fuels. And then, once we’ve spotted those possibilities, get on with the hard, day-to-day slog of trying to make them a reality. Nothing takes away from the frustration and the deep disappointment so many climate and energy hawks are expressing, the sense of betrayal by the author of Value(s) and the former UN special envoy for climate action and finance. But we knew two things as the week drew to a close. We’re looking at the world as it most definitely is. And we don’t get to give up finding the pathways to confront climate change and deliver faster, deeper carbon cuts that leave no one else behind. So really, the first question we all have to ask ourselves is: What’s next? Subscribe All the Oxygen in the Room The outpouring of anger and grief over the carbon pricing deal between Prime Minister Mark Carney and Alberta Premier Danielle Smith has been absolutely understandable. So much of the climate community poured years, more than a decade, into dragging the current federal pricing regime across the finish line, then defending it from a deluge of three-syllable rhymes after the Trudeau government proved utterly incapable of delivering its own message. The policy foisted on us by neo-classical economists took up all the oxygen in the room, burned through years of climate response time that we won’t get back, while cornering climate hawks into the position that the best response to the crisis of our lifetimes is a new tax…in an era of historic anti-tax sentiment. I mean, really—what could possibly have gone wrong? Against that history, let’s appreciate columnist Max Fawcett’s point that even a modest carbon pricing agreement with a government as off-the-wall libertarian/conspiracist as Danielle Smith’s—those adjectives are mine, not Max’s—is a win worth savouring (as long as Smith keeps her promises for a change). But part of living in the world as it is (no, I’m not letting that go) is to be clear-headed about what we can and can’t control. And one thing we get to decide, after seeing this week’s carbon price festivities take up all the oxygen yet again, is whether we want to keep letting that happen. Particularly when success down that road depends on a factor that no one with a climate agenda can control or influence—a provincial carbon pricing mechanism that has been manipulated and eroded beyond its lowest possible denominator. Thankfully, that’s not the way it has to go. Not when we have so many other powerful, practical tools at our disposal, including the ones still available to us through this abominable Memorandum of Understanding (MOU) between Canada and Alberta. Tools In Our Toolbox When I started roughing out this list, I didn’t expect it to grow to nearly a dozen bullet points. It’s probably still incomplete. Some of the greatest hits in today’s climate solutions toolbox include: • No Carbon Capture, No Pipeline: On Friday, Prime Minister Mark Carney explicitly stated that there’s been no change to the MOU provision that there will be no West Coast pipeline without an industry commitment to build its massive, $16.5-billion carbon capture and storage (CCUS) hub in Northern Alberta, and vice versa. The two megaprojects were joined at the hip when the MOU was signed Nov. 27, and the implementation agreement this week affirmed that they still are. A parade of independent analysts have spent years pointing to the economic and technical flaws in CCUS, while the industry kept postponing its investment decision until it could arm-twist the government for more “clarity” (by which it meant even more lavish taxpayer subsidies) on the project. Now the industry itself is running away from the CCUS hub and insisting the pipeline should proceed without it, but Carney doesn’t seem to be budging from a central tenet of the MOU to which Smith has signed on. • No Subsidies, No Investors: Climate analysts and advocates have quite rightly been hammering away at Carney and his team, insisting that any new capacity the industry wants to build must proceed without new subsidies. The government has responded with a growing collection of funding and financing mechanisms for the very wide menu of industrial development and nation-building projects they say they want to take on, and that menu always includes fossil fuel infrastructure. But it’s hard to see how even the combined fiscal clout of the federal and supportive provincial governments will deliver the financial backing private investors would need when the business case for new fossil fuel development is evaporating before their eyes. Particularly when… • No Market, No Demand, No Investors: As our friend Markham Hislop at Energi Media (our apparently sleepless friend, given the massive volume of great material he’s been churning out) points out this morning, the biggest vulnerability in any pipeline deal is the assumption that Asian buyers will want the oil or liquefied natural ga that our fossil industry is so keen to send them. Hislop writes in part: Ottawa and Alberta are effectively betting that countries like China and India will continue increasing oil imports for decades as their economies grow and energy consumption rises. That assumption underpins the entire economic rationale for expanding oil sands production and building billions of dollars in new export infrastructure. But Asian energy systems are changing rapidly… China, India, South Korea, and other major hydrocarbon importers are now investing hundreds of billions of dollars into electricity systems built around wind, solar, batteries, nuclear, hydro, and expanded transmission infrastructure. Domestic “energy sovereignty” is increasingly replacing the old energy-security model based on stable oil and gas imports. Those investments are expected to sharply slow oil demand growth and eventually reverse it, even as overall energy consumption continues rising. There are also refining constraints. Many Asian refineries and petrochemical complexes are already optimized to process discounted heavy crude from the Middle East and Latin America. That raises serious questions about how much additional Canadian bitumen Asian markets can absorb at profitable prices. Small wonder that there’s still no private sector investor for the project, despite Smith’s government desperately beating the bushes to put together a deal. For now, Alberta is acting as proponent and covering early start-up costs for a pitch to the federal Major Projects Office, which could actually turn into the next tough hurdle for Smith and her pipeline to jump. • Canada Day Looms: How ironic that Canada’s birthday this year could become a major chokepoint for the provincial premier who’s been working so diligently to tear the country apart! The July 1 target date for Alberta’s pipeline proposal is baked into the MOU, was reaffirmed by the implementation plan, but it hadn’t dawned on me that it cuts both ways. As one very smart colleague wrote in an email yesterday, “they’ve thrown the ball into Alberta’s court to get the project proposal on the table really quickly and to have to do a whole pile of work to put together a massive, complicated project that would typically take years to assemble, and they’ve given them weeks to do it.” That makes July 1 a looming deadline that Smith won’t be able to run away from politically, especially with the separatists in her party and her caucus breathing down her neck. (See previous ref to off-the-wall.) But if Alberta comes in with a sloppy, incomplete submission, even after Carney bent over backwards to simplify the application process and the rules that govern it, it may be harder for the province or the industry to blame Ottawa and insist on the faster process they claim their investors are demanding. (Oh, wait—which investors would those be??) • We’ll See You In Court (Then We’ll See You Again): If Carney did cave, that would be just one more reason for Indigenous and other affected communities to take the government and the process to court—Just as Alberta First Nations did, successfully, in response to Smith’s half-baked separation referendum. Veterans of the Harper era have been warning that a shoddy process around fossil fuel infrastructure or other major projects will be a recipe for the very delays that process seeks to avoid. And now more than ever, with renewable energy and energy storage eating fossil fuels’ lunch in import markets around the world, a delayed pipeline or LNG terminal may be as good as a cancelled one. • Charged Up, Ready to Go: With its goal of doubling Canada’s electricity supply to meet a doubling of demand by 2050, the national electricity strategy that Carney unveiled Thursday has a lot to like. With its explicit language about speeding the shift from fuels to more efficient and affordable electricity, global investment and deployment patterns that already favour that shift, an emerging bidirectional power grid, the role of front-line options like rooftop solar and heat pumps, the emergence of electric vehicles as behind-the-meter energy storage, and the domestic jobs and manufacturing to make it all happen, the document doubles down on the essential cornerstone of a faster shift off fossil fuels. The strategy envisions a more prominent role for gas and nuclear power. But some of those provisions were already in the Clean Electricity Regulations that climate hawks are now fighting so hard to defend, inserted as a compromise in a futile attempt to mollify the industry and its political representatives in Alberta and Saskatchewan. But once again, gas will be a tougher sell when it’s more expensive and now so much more unpredictable than the clean alternatives. The new nuclear technologies are still speculative and deeply vulnerable to cost overruns. Increasingly, utilities, developers, and investors know it. Carney declared Thursday that “it doesn’t do us good to be sitting in court all the time with provinces. It doesn’t do us good to be talking past each other. What does do us good is to come together with specific projects.” There are no guarantees, but so much of the language and narrative-building in the electricity strategy suggests the lion’s share of those projects will be renewable. • The Party Has Already Started: The electricity strategy only rarely digs down to specific projects, but provinces representing three-quarters of Canada’s population are already embracing a faster transition. Hydro-Québec is working on a 10-year, $185-billion renewable energy and grid buildout by 2035. Ontario recently brought 10 provinces and territories together in a National Energy Corridor Agreement to boost interprovincial and -territorial transmission infrastructure. And the MOU implementation agreement commits Alberta to facilitate investment in renewable energy projects, a big step back from its continuing, punitive restrictions on renewables development. The electricity strategy envisions much of the financing and infrastructure that will be needed to pull those advances together into an integrated whole. • Delivering on Affordability: The MOU implementation plan has little or nothing to say about affordability (are you surprised?), but the electricity strategy does, with a top-line pledge to reduce home energy costs for seven out of 10 Canadian households by 2050, a total saving of $15 billion across the board. It’s just a start, but it puts affordability on the government’s narrative map. If they’re serious and deliberate about patching together a least-cost energy strategy, it’ll have little if any room for oil, gas, or nuclear—not with powerful evidence, for example, that electricity prices are higher when those prices are set by gas. • Smith Proves that Canada Works: By signing a deal that makes it harder to claim the federal government is blocking a new pipeline, Smith has helped prove Carney’s constant anti-separatist refrain that “Canada works”—incurring the rage, no doubt, of her own political base. Canada also needs to work for anyone who depends on a clean environment, healthy and thriving ecosystems, and safe, stable climate. But with Smith and her separatist constituents setting up as a fifth column for annexation by Donald Trump’s United States, let’s set aside any notion that 51st state status for Canada is a recipe for anything other than climate disaster (and so much else). Resisting and withstanding Trump (just 170 more sleeps until mid-term elections, which is a damn sight better than the 730 we started with) doesn’t mean a free pass for a pipeline, but we can still appreciate it that keeping Canada whole and sovereign is still Carney’s Job One. • The Words Not Spoken: Apart from a commitment to export a million barrels of “low-emission” Alberta bitumen per day (memo to Smith and Carney: You realize that that’s less than the industry is already exporting??), the MOU implementation plan says nothing about the international trade and economic sovereignty deals that Carney has been travelling the world to negotiate. It didn’t have to. Carney doesn’t need permission from Danielle Smith, her American enablers, or her separatist allies to continue building the alliances that will ratchet down our economic dependency on our unstable, unreliable neighbour to the south. But every connection he builds with countries outside North America helps align our economy and our future with a faster shift off fossil fuels. Little if any of this was on our bingo cards a year or two ago. But it’s the pathway that has opened up to us. And if it gives Canada any climate or energy gains at all in an era still dominated by Trump and his increasingly ridiculous tariffs, his loutish trade negotiations and his continuing annexation threats, we have to take the wins. Not least because they’ll be the point of departure for what we can achieve in 2027, 2029, and beyond, as Trump’s grip and this era begin to loosen and then fade. What is Carney Doing? If this line of thought is right—and it’s a possibility, not a prediction—it means that Carney’s actions and decisions are largely about buying time. Time for Trump’s power to wane. Time for Alberta’s separatist/conspiracist virus to spread, mutate, die out, or at least die back, with help from a vaccine of federal steadiness and calm (appropriate enough, for a movement populated largely by vaccine deniers) that no conspiracy theory can dismiss. And time for the government’s trade and investment agenda to deliver results—even knowing that some of those results will bring impacts that front-line communities will not and should not accept. In the immediate moment, none of this changes the way the wider climate community has to respond, from campaigners to investors to front-line practitioners. All of our voices are still essential. But those voices will be stronger and more confident if we have a clearer sense of the brutal game we’ve been pulled into, and a plausible path (or two it three) for playing it to the win we need. This conversation also underscores our biggest task for the remaining years of what was supposed to be the “decisive” decade for climate response: if we can shift the energy narrative in Canada, make it a mainstream view that the country’s preoccupation with oil and gas has us falling farther behind a changing world, we’ll see far better results in the 2030s and beyond. For many veteran climate advocates, taking on that part of the fight will begin with recognizing that most of our friends and family, neighbours and colleagues already understand that climate change is real and right in front of us: they’re looking away and staying silent because they don’t have what climate communicator Katharine Hayhoe calls “efficacy”. As Hayhoe recently pointed out in a feature interview with The Energy Mix, it amounts to science denial to keep hammering away at the dire news about global warming without also helping audiences understand what they can do about it, with multiple studies telling us why that won’t work. Far better to open those conversations with the dominant crises like energy security, food security, emergency preparedness and business continuity, affordability, and financial security that have knocked climate change far lower on the list of public priorities, and will likely keep it there. We Knew This Would Happen Climate hawks have always known this day would come. For decades, we warned that everyone had to pay attention to climate change right now, because it would be much tougher to respond once the crisis itself started affecting our daily lives. We were right, and here we are. But now, thanks to decades of hard work, communities and countries have an alternative to doubling down on fossil fuels. “In 10 years everyone will have ‘always known’ that solar and batteries were going to win,” Morgan Solar Executive Chair Mike Andrade writes on LinkedIn. With the disruption in the Strait of Hormuz roiling energy priorities around the world, Canada and the United States are among the shrinking number of countries that are still very keen on fossil fuel development. Understanding that gap is a first, essential step in spotting the opportunities ahead, and averting the deep economic as well as environmental and social risk we face if we don’t seize them. Thanks for reading The Energy Mix Weekender! Subscribe for free to receive new posts and support our work. Subscribe Mitchell Beer traces his background in renewable energy and energy efficiency back to 1977, in climate change to 1997. Now he and the rest of the Energy Mix team scan 1,200 news headlines a week to pull together The Energy Mix and The Energy Mix Weekender. Chart of the Week BYD Eyes 20 Dealership Locations After Canada Greenlights Chinese EV Imports ‘Sledgehammer’ Carbon Price Deal Boosts Emissions by 230Mt, Aims for Fall 2027 Pipeline Approval ‘Worse Than Harper’: Regulatory Rollback Would Stop Canada from Assessing Project Impacts, Critics Warn Electricity Strategy Aims for Doubling by 2050, Allows ‘Flexibility’ for Gas Power Plants Opposition Mounts as O’Leary’s Data Centre Approved in Drought-Stricken Utah Diluted Carbon Price Misses ‘Reality of the World We’re In’, Could Impede Diversified Trade: Climate Institute $200B in Clean Energy Investment Will Need On-Time Delivery, Reliable Policies, Trade Association Says ‘Sovereign Pipeline’: CEO Pitches to Keep Trans Mountain in Government Hands What a Supercharged El Niño Could Mean for Canada Canada’s future is electric, and here’s how a power grid superhighway would get us there (Toronto Star) The Perilous Waters of Hecate Strait (Globe and Mail) Saudi Aramco profits jump despite conflict in Middle East (The Guardian) Farmers confront rising cost of fertilizer and fuel as spring seeding under way (Canadian Broadcasting Corporation) Clarkson forecasts 24% decline in offshore oil, gas capital expenditures (Oil & Gas Journal) Pipe Dreams: How Oil and Gas Fail to Deliver Economic Development in Africa (Oil Change International) Developing countries must hold the pen to script the fossil fuel transition (Climate Home News) Iran war threatens the dream of a post-oil economy in the Gulf (Washington Post) U.S. Oil, Gas Work Force Hits Lowest Level Since 2022 (Rigzone) Why Polestar Is Doubling Down on Net Zero as Rivals Pull Back on EVs (Bloomberg) Why this Michigan utility plans to sell its hydro dams for $13 (E&E News/Politico) Levees can no longer save New Orleans (Vox)
5 Must-Read Analyst Questions From Flutter Entertainment’s Q1 Earnings Call
Flutter Entertainment’s first quarter saw revenue and non-GAAP profitability surpass Wall Street’s expectations, but operating margin declined sharply year-over-year. Management attributed this performance to continued momentum in international markets, especially Italy and the UK, and the rollout of new sportsbook and iGaming features in the U.S. CEO Peter Jackson highlighted the launch of FanDuel’s new loyalty and generosity programs and noted that product enhancements, such as early win promo
Band of tech entrepreneurs sounds alarm on Colorado’s business climate
By Vince Bzdek It’s really not a headline you want to see in the national press: “Entrepreneurs Flocked to Colorado. Now Red Tape Is Driving Some Away” warned a recent Wall Street Journal article. “A vocal band of Colorado software engineers and venture capitalists,” wrote the author, “are increasingly grumbling that their tech haven in […]
Band of tech entrepreneurs sounds alarm on Colorado’s business climate
By Vince Bzdek It’s really not a headline you want to see in the national press: “Entrepreneurs Flocked to Colorado. Now Red Tape Is Driving Some Away” warned a recent Wall Street Journal article. “A vocal band of Colorado software engineers and venture capitalists,” wrote the author, “are increasingly grumbling that their tech haven in […]
Band of tech entrepreneurs sounds alarm on Colorado’s business climate
By Vince Bzdek It’s really not a headline you want to see in the national press: “Entrepreneurs Flocked to Colorado. Now Red Tape Is Driving Some Away” warned a recent Wall Street Journal article. “A vocal band of Colorado software engineers and venture capitalists,” wrote the author, “are increasingly grumbling that their tech haven in […]
Is Tencent Music Entertainment Group (TME) Priced Attractive After Sharp Share Price Declines?
Wondering whether Tencent Music Entertainment Group's current share price really reflects its underlying value, or if the market is mispricing the stock right now. The stock closed at US$8.47, after falling 8.3% over the past week, 14.3% over the past month, 52.6% year to date, and 47.7% over the past year, while the 3 year return stands at 13.6% and the 5 year return shows a decline of 41.3%. Recent coverage has focused on Tencent Music Entertainment Group's position in the online...
Gavin Newsom targets California businesses with new digital software tax
‘The Big Money Show’ discusses Gov. Gavin Newsom’s proposed new tax on digital software purchases as Silicon Valley faces mounting pressure from AI disruption and Wall Street volatility.
Googlebook finally delivers a true desktop with app icons and widgets to Google’s laptops
For over a decade, the ChromeOS desktop has been little more than a glorified wallpaper viewer. While there is definitely an appeal to that distraction-free, minimalist approach, users migrating...
BrightSpring Health Services (BTSG) Is Up 10.3% After Raising 2026 Revenue Guidance And Q1 Beat – Has The Bull Case Changed?
In early May 2026, BrightSpring Health Services reported first-quarter results showing revenue of US$3.61 billion and net income of US$148.77 million, and also raised its full-year 2026 earnings guidance to expected revenues of US$14.73 billion to US$15.23 billion. The combination of outperformance in specialty pharmacy and infusion services, efficiency gains from automation, and successful home health integrations is reshaping how investors view BrightSpring’s earnings power and growth...
A Look At Madison Square Garden Entertainment (MSGE) Valuation After Q3 Earnings And New Kalshi Partnership
Event driven spotlight on Madison Square Garden Entertainment Madison Square Garden Entertainment (MSGE) is drawing fresh attention after fiscal Q3 results highlighted concert demand, a record Christmas Spectacular season and expectations for a strong upcoming quarter, alongside a new partnership with prediction market platform Kalshi. See our latest analysis for Madison Square Garden Entertainment. The latest earnings and Kalshi partnership news come as Madison Square Garden Entertainment’s...
Contributor: Despite being overrun by businessmen, D.C. is anything but business as usual
If a massive federal government cannot efficiently regulate industries, it cannot efficiently invest in them. Somewhere between Wall Street and Washington, this insight got lost.
A Look At PENN Entertainment (PENN) Valuation After Recent Share Price Rebound And Ongoing Losses
Recent share performance snapshot PENN Entertainment (PENN) has drawn fresh attention after a mixed stretch for the stock, with a small gain over the past month contrasting with weaker moves over the past week and year. At a last close of US$15.83, the company has a market value of about US$2.0b. Recent returns show a gain over the past 3 months and year to date, but a decline over the past year and a steeper fall over 5 years. See our latest analysis for PENN Entertainment. For PENN...
WEBTOON Entertainment Inc. (NASDAQ:WBTN) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates
It's been a good week for WEBTOON Entertainment Inc. ( NASDAQ:WBTN ) shareholders, because the company has just...
Retail sales rose for the third consecutive month in April
Americans continue to open their wallets, despite record-low consumer sentiment due to the war with Iran, in part thanks to a resilient US labor market.
A Look At Flutter Entertainment’s Valuation As FanDuel Leadership Changes And 2026 Guidance Are Trimmed
Flutter Entertainment (NYSE:FLUT) is back in focus after trimming its fiscal 2026 outlook and reporting first quarter results that combined strong sales with lower net income, along with leadership changes at core brand FanDuel. See our latest analysis for Flutter Entertainment. Those first quarter results, the trimmed 2026 outlook and leadership changes at FanDuel have come alongside a sharp reset in sentiment, with the share price down 56% year to date and the 1 year total shareholder...
Opinion | Dangers of ‘abortion pill reversal’: where health, speech collide
An individual’s right to speak openly about personal beliefs or faith is sacred. But a clinic is not a public square. Within those exam room walls, a provider holds a position of trust.
Ford Stock Surges on Support for Energy Storage Business
Ford Motor’s stock soared Wednesday as Wall Street cheered the automaker’s increased focus on using batteries once meant for electric vehicles as stationary energy storage systems. Shares were up 14% in afternoon trading, putting the stock on pace for its biggest one-day gain since March 2020. Morg
AI fears fuel demand for faster, cheaper business degrees
As applications soften and AI anxiety reshapes career planning, business schools are increasingly slashing tuition to lure students into specialized graduate programs, The Wall Street Journal writes. Institutions including Purdue, UC Irvine, Johns Hopkins and Washington University in St. Louis are offering steep discounts, scholarships and AI-focused degrees aimed at working professionals and recent graduates […]
Sphere Entertainment's (NYSE:SPHR) Earnings Are Of Questionable Quality
Sphere Entertainment Co.'s ( NYSE:SPHR ) robust earnings report didn't manage to move the market for its stock. We did...
Assessing Galaxy Entertainment Group (SEHK:27) Valuation After Recent Share Price Rebound And Mixed Signals
Galaxy Entertainment Group stock in focus after recent price move Galaxy Entertainment Group (SEHK:27) has edged higher in the latest session, with the stock up 2.9% over the past day and modestly positive over the past week, even though recent month performance has been weaker. See our latest analysis for Galaxy Entertainment Group. At the current share price of HK$33.28, Galaxy Entertainment Group’s recent 1-day share price return of 2.9% and weaker 90-day share price return, down 22.6%,...
Meet Frankie Pica, the reporter who focuses on your pocketbook
Meet Francesa Pica, a Milwaukee Journal Sentinel reporter who focuses on how business news impacts your daily life and wallet.
5 Must-Read Analyst Questions From Flutter Entertainment’s Q1 Earnings Call
Flutter Entertainment’s first quarter saw revenue and non-GAAP profitability surpass Wall Street’s expectations, but operating margin declined sharply year-o...
Miami got NYC’s billionaires. Will it get their businesses?
Wall Street South vs Wall Street North
Google could finally give Pixel phones proper Material You color controls
A new Android 17 leak suggests Google is working on deeper Material You color customization options for Pixel phones.
How The Investment Story Is Shifting For AMC Entertainment Holdings (AMC)
Analysts have recently adjusted their price targets for AMC Entertainment Holdings, with some referencing fair value estimates around US$2.03 per share and others setting more cautious targets near US$1.10 to US$1.50. These moves reflect a split view, where bullish research relies on revenue and margin assumptions, while bearish reports focus on capital structure and execution risks, especially around box office expectations. As you read on, you will see how these differing calls fit into the...
Howard Schultz takes a jab at Seattle after moving to Miami
Former Starbucks CEO Howard Schultz criticized the city and its mayor in a Wall Street Journal opinion piece.
Flutter Entertainment Reshapes FanDuel Leadership As Shares Trade Below Targets
Flutter Entertainment (NYSE:FLUT) has reshaped its U.S. leadership, with Amy Howe departing as CEO of FanDuel. Christian Genetski has been appointed CEO of FanDuel, taking charge of the U.S. betting and iGaming business. Daniel Taylor has been promoted to President of Flutter Entertainment, retaining responsibility for international operations. These leadership changes arrive at a time when Flutter Entertainment is heavily exposed to the U.S. market through FanDuel, a leading brand in...
Senate Republicans weigh whether to swallow Trump’s $1B push for ballroom security
Key Senate Republicans are signaling a willingness to support up to $1 billion in security upgrades for President Donald Trump’s ballroom renovation project, despite Democratic attacks, as the White House ramps up its lobbying push.
May 14 Vallejo-Vacaville Arts/Entertainment Source: Activities
May 14: Benicia Farmers Market, 4 p.m., Downtown Benicia at First Street. May 14: Greg Rahn, 5:30 p.m., Empress Marquee Club, 324 Virginia St., Vallejo. May 15: Vietnam Wall Half-size Replica Dedication with Capt. Edmond Landers,…
Sports Betting Harms Kids and Communities — What Parents Need to Know
Sports betting companies spend millions to portray sports betting as harmless and fun. It's a lie parents can't afford to swallow - for their children's sake.
Trump’s Complaints About Iran War Leaks Prompt Aggressive DOJ Investigations
The Wall Street Journal has received subpoenas for records of reporters.
A Look At AMC Entertainment Holdings (AMC) Valuation After Strong Q1 2026 Results And Concert Partnership Progress
AMC Entertainment Holdings (AMC) just released first quarter 2026 results, reporting revenue of US$1,045.4 million, a narrower net loss of US$117.1 million, and its strongest first quarter adjusted EBITDA since 2019. See our latest analysis for AMC Entertainment Holdings. AMC's recent Q1 update, new concert partnership and high profile film slate have coincided with a 12.78% 90 day share price return, yet the 1 year total shareholder return is still down 45.05%. This suggests that momentum is...
CBP axes plan to build portion of border wall in Big Bend National Park
Officials say they'll instead pave roads along the border of the park and utilize drones and other digital surveillance equipment.
Apple Releases iOS 26.5 and iPadOS 26.5 With End-to-End Encrypted RCS, New Wallpaper, and Maps Updates
Apple today released iOS 26.5 and iPadOS 26.5, the newest updates to the iOS 26 and iPadOS 26 operating systems. The software comes nearly two months after Apple released iOS 26.4 and iPadOS 26.4. The new software can be downloaded on eligible iPhones and iPads over-the-air by going to Settings > General > Software Update. Apple has also released iOS 16.7.16 and iOS 18.7.9 for older devices unable to run iOS 26.
Inspired Entertainment, Inc. (NASDAQ:INSE) Just Reported And Analysts Have Been Cutting Their Estimates
It's been a pretty great week for Inspired Entertainment, Inc. ( NASDAQ:INSE ) shareholders, with its shares surging...
Earnings Update: Here's Why Analysts Just Lifted Their Starz Entertainment Corp. (NASDAQ:STRZ) Price Target To US$24.63
Investors in Starz Entertainment Corp. ( NASDAQ:STRZ ) had a good week, as its shares rose 2.2% to close at US$19.79...
Wall Street Bets: DraftKings, Wynn Resorts, Inspired Entertainment, Genius Sports
David Bain of Texas Capital Securities on May 11 examined DraftKings:
Sphere Entertainment (SPHR) Valuation Check After Q1 Revenue Jump And Analyst Target Upgrades
Q1 earnings spotlight and why Sphere Entertainment is on investor radars Sphere Entertainment (SPHR) has drawn fresh attention after reporting first quarter 2026 results that paired higher sales with a sharply smaller net loss, followed by a series of updated Wall Street analyst views. See our latest analysis for Sphere Entertainment. The stock has cooled in recent sessions, with the 1 day and 7 day share price returns both down a little. However, the 90 day share price return of 36.79% and...
How Investors Are Reacting To Brookfield Business Partners (BBU) Softer Q1 2026 Earnings And Dividend Update
Brookfield Business Corporation recently reported first-quarter 2026 results, with sales of US$6,436 million and net income of US$40 million, and its Board declared a quarterly dividend of US$0.0625 per Class A share payable on June 30, 2026 to shareholders of record on May 29, 2026. The combination of softer quarterly earnings and an ongoing cash dividend highlights how the business is balancing current profitability with continued capital returns to shareholders. Next, we will examine how...
Melco Resorts & Entertainment (NASDAQ:MLCO) Upgraded by Wall Street Zen to Buy Rating
Wall Street Zen raised shares of Melco Resorts & Entertainment from a "hold" rating to a "buy" rating in a research note on Monday.