Market Overview - The S&P 500 is trending back toward unchanged for the year, currently down 5.7% [1] - There has been a recent flurry of selling in the market, although it is not as broad-based as previous sell-offs, indicating a rotation trade [2] - The private credit industry has grown to $2 trillion, raising concerns about the health of publicly traded asset managers [10][13] Private Credit Concerns - There are increasing worries about the private credit market, with reports of more issues related to redemptions and write-downs [13][19] - Analysts suggest that the current situation may be symptomatic of broader issues within the private credit sector, particularly regarding underwriting standards [20] - The private credit market is being scrutinized for potential contagion risks, despite its size being considered manageable [19][20] IPO Market Activity - Despite market challenges, the IPO market, particularly for biotech and pharmaceuticals, has seen double the pace of new issuances compared to the previous year [22] - Generate Biomedicine recently went public, highlighting the ongoing interest in biotech despite broader market volatility [22][25] Inflation and Economic Indicators - Recent Producer Price Index (PPI) data indicates rising input costs, with domestic input costs for machinery manufacturers increasing significantly [54][55] - The inflation outlook remains challenging, with expectations for the Consumer Price Index (CPI) to reflect these pressures in upcoming reports [56][60] - There are concerns about consumer spending as rising prices may lead to a pullback in discretionary spending among lower-income households [61][63] AI and Market Sentiment - The uncertainty surrounding AI and its impact on various sectors is contributing to market volatility, with investors questioning the sustainability of valuations in the tech space [6][84] - The geopolitical landscape and inflationary pressures are also influencing market sentiment, leading to a flight to safety among investors [4][6]

Partnership Overview - Apple and Netflix have formed a partnership to co-broadcast the Formula 1 Canadian Grand Prix, allowing U.S. fans to watch the live race on both platforms simultaneously [1] - Netflix subscribers will have access to the full race weekend, including practice, qualifying, and the Grand Prix on May 24 [1] Content Promotion - The partnership includes cross-promotion of Netflix's series "Drive to Survive," with the eighth season available to Apple TV subscribers in the U.S. and Netflix users globally, expanding its audience significantly [2] - Season 8 of "Drive to Survive," which covers the 2025 Formula One World Championship, premiered on February 27 [2] Cultural Impact - Formula 1's popularity in American culture is growing, highlighted by Brad Pitt's F1 film being nominated for Best Picture at the Academy Awards [3] - "Drive to Survive" has attracted a diverse audience, transforming the sports docuseries format and bringing in millions of new fans [3] Broader F1 Strategy - Apple's broader ambitions in F1 include promoting the sport across various platforms such as Apple News, Apple Maps, Apple Music, and Apple Fitness+, as well as in retail stores [4] - Netflix is expanding into live sports broadcasting, having previously shifted from a "no-sports" stance to acquiring rights for major events like NFL Christmas games and WWE Raw [4] Financial Aspects - The partnership is part of Apple's multi-year deal with Formula 1, where Apple TV replaces ESPN as the exclusive U.S. broadcaster for all 24 races, valued at approximately $150 million per season, up from ESPN's $85 million [6] - The previous partnership with ESPN achieved an average viewership of 1.3 million in its final year [6]

We are a Singapore-based research team that seeks to exploit market inefficiencies and source for undervalued opportunities to generate long-term alpha. Unafraid to disagree with the consensus, we strive to generate investment theses based on attractive valuations across our investment universe through a disciplined investment approach, combining top-down macro themes and bottom-up fundamental analysis.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies me ...

Fox Corporation (NASDAQ:FOX) is one of the Cheap NASDAQ Stocks To Buy in 2026. On February 10, Fox Corporation (NASDAQ:FOX) announced that Red Seat Ventures, which is a division of the company, acquired Supercast. Supercast is an online platform that helps podcast creators earn money through paid subscriptions. ​Management noted that the company was launched in 2019 and its top 10 users have been pulling in roughly $26 million in annual recurring revenue. Fox Corporation (NASDAQ:FOX) noted that the acqui ...

First-of-its-kind partnership designed to educate and mobilize patients to imagine a healthier tomorrowDAYTONA BEACH, Fla. and WALTHAM, Mass., Feb. 24, 2026 (GLOBE NEWSWIRE) -- The Ladies Professional Golf Association (LPGA) and Ardelyx (Nasdaq: ARDX), a biopharmaceutical company with a vision of creating a healthier tomorrow for patients, today announced a multi-year partnership naming Ardelyx as an official corporate pharmaceutical Marketing Partner of the LPGA Tour. The exclusive partnership unites two o ...

Core Viewpoint - The city of Kunming is launching the "Purchase in China · Enjoy Spring City" 2026 New Spring Consumption Season to stimulate the local economy and enhance consumer spending during the Spring Festival, showcasing the resilience and vitality of the economy [1] Group 1: Consumption Initiatives - The Kunming Municipal Bureau of Commerce is coordinating major business districts to participate in various promotional activities, including the "Delicious Food, Comfortable Stay, Quality Goods" campaign and the distribution of consumption vouchers [3] - A total of 600,000 yuan in consumption vouchers are being issued for the Yangzonghai Scenic Area, while the Dianchi Resort Area continues to distribute "Dian Flavor Dining Vouchers," effectively stimulating regional consumption [3] Group 2: Incentive Programs - Kunming is a pilot city for the national prize invoice program, which aims to boost consumption by encouraging citizens to request invoices and participate in a lottery for cash rewards [5] - Consumers can win up to 800 yuan in cash rewards by submitting digital invoices for purchases over 100 yuan, with the program running until July 31, 2026 [5] Group 3: Impact and Future Plans - As of February 18, over 25,000 citizens and tourists have participated in the prize invoice program, resulting in over 3.4 million yuan in cash rewards and directly stimulating over 35 million yuan in consumption [5] - The strong start to the consumption season indicates the robust resilience and vitality of Kunming's market, with plans for ongoing monitoring and promotion of consumption policies leading up to the Lantern Festival [5]

These days, you can win or lose money by betting on something as simple as a coin toss. And that's just a small example of the risk and reward of sports betting. I'm Rhonda Williams, the sports business reporter at Bloomberg News.And I'm taking you inside the world's biggest, flashiest and most expensive sporting events to answer one question. How does sports become this big of a business. Today, we're going to explore a new corner of the sports industry, a corner that divides opinions like nothing else.Som ...

You remember that feeling you had when you revealed that test score. You all know what you're what I'm talking about. When you flipped it over and then your jaw dropped.Then everyone's conversations blur into background noise and you can't speak. You can't think. You're just staring at the score, unable to process how you could have bombed that test.Well, when this happens for me, because well, this happens a little more often than than I'd like to admit, my mind starts to make excuses. I start thinking, we ...

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Core Viewpoint - Fox Corporation will match the U.S. government's one-time $1,000 contribution to the "Trump Accounts" children's retirement savings program, highlighting its commitment to employee financial well-being [1] Group 1: Company Initiatives - The "Trump Accounts" program is set to launch in July 2026, providing tax-advantaged investment accounts for children born in the U.S. between January 1, 2025, and December 31, 2028 [1] - The contribution match aims to help employees establish a strong financial foundation for their children, promoting savings and investment education [1] Group 2: Company Overview - Fox Corporation produces and distributes news, sports, and entertainment content through brands like FOX News Media, FOX Sports, Tubi Media Group, FOX Entertainment, and FOX Television Stations [1] - The company emphasizes its cultural significance and commercial importance, allowing it to engage audiences and develop consumer relationships effectively [1] - Fox Corporation maintains a strong track record in the news, sports, and entertainment sectors, shaping its strategy for future investments and initiatives [1]