Author: franperez66q@protonmail.com

The Callisto tanker sits anchored in Port Sultan Qaboos as the traffic is down in the Strait of Hormuz, amid the U.S.-Israeli conflict with Iran, in Muscat, Oman, March 12, 2026. Benoit Tessier | ReutersOil prices rose Monday as the deadlock in Iran-U.S. peace talks fans fears of an extended supply crunch, while experts point to record low inventories. International benchmark Brent crude futures for July rose 1.73% to $110.93 a barrel. U.S. West Texas Intermediate futures for June advanced 1.52% to $107.24 per barrel.U.S. President Donald Trump’s warning to Iran over the weekend signals that the impasse between Washington and Tehran over a peace deal…

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As investors worry about all of the companies that AI will wipe out, they are rotating into the ones that AI will have a harder time disrupting. And the HALO trade, as it is called, is working.HALO, which stands for “heavy assets, low obsolescence,” was coined by Josh Brown, co-founder and CEO of Ritholtz Wealth Management, in February, premised on the idea that an era of rapid AI disruption requires a search by investors for companies that are immune to it. In Brown’s view, it is one of the most important investment trends of the year. Goldman Sachs and Morgan…

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Coal could come back. That was my insight, or more, my instinct, after interviewing Kenny Young, the CEO and seven-year veteran of Babcock & Wilcox , the 160-year-old boiler manufacturer turned engineering and construction company. Young wanted to talk about the surging demand for power spurred by the data center boom. So did I. B & W has a $2.7 billion backlog, $2.4 billion of which is a deal with Base Electron, backed by Applied Digital , a company purpose-built to design digital infrastructure for high-performance computing. I want to write about this “Mad Money” encounter for a few reasons.…

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Ross Stores and TJX Companies are among the companies reporting quarterly results this week that have earnings momentum at their backs. Although just 14 stocks in the S & P 500 are on the docket to report earnings in the coming week, it will still be an important one for the season. Retailers are set to make a big showing, but artificial intelligence darling Nvidia will be the week’s headliner. CNBC Pro screened data from FactSet to identify the S & P 500 companies reporting results this week that have seen accelerated earnings momentum lately. The stocks in the below…

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