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Aptiv PLC (APTV), headquartered in Schaffhausen, Switzerland, designs, manufactures and sells vehicle components. Valued at $11.7 billion by market capitalization, the company helps automotive OEMs create vehicles with advanced safety features, electrified architectures and intelligent connectivity. Shares of this leading global technology company have underperformed the broader market over the past year. APTV is down…
Bristlemoon Capital, a global equity firm, published its “Bristlemoon Global Fund” investor letter for the first quarter of 2026. The Bristlemoon Global Fund returned -25.5 percent in the March 2026 quarter, with a return of -3.4 percent for March 2026, net of fees. A copy of the letter is available to download here. This was…
Joby Aviation, Inc. Q1 2026 Earnings Call Summary – Moby Strategic Execution and Operational Maturity Selection for the White House-backed eIPP program provides a significant opportunity to participate in five applications covering 11 states, including New York, Texas and Florida, as the company moves toward FAA type certification. The performance is based on the maturity…
What happened: Corning (GLW) shares rose 9% on Wednesday, hitting an intraday record. What’s behind the measure: The glass manufacturer and fiber optic hardware company reached a $500 million deal with Nvidia (NVDA) to supply components for the construction of the artificial intelligence leader’s data center. According to a regulatory filing, Nvidia will buy 3…
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Palantir just posted one of the strongest quarters in its history as a public company. Wall Street’s reaction was divided. The stock fell. And one analyst said he had never seen anything like this on this scale. That analyst was John McPeake of Rosenblatt Securities. And he responded by raising his price target. Rosenblatt raises…
The average long-term mortgage rate in the United States rose again this week, reflecting ongoing bond market volatility as rising oil prices due to the war with Iran raise concerns about inflation. The benchmark 30-year fixed-rate mortgage rate rose to 6.37% from 6.3% last week, mortgage buyer Freddie Mac said Thursday. That’s still lower than…
