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Assessing the 2026 US Midterm Results: The Energy Angle

5 days 6 hours ago
High gasoline and diesel prices, low consumer confidence, prediction markets and history all pointed to major gains for Democrats heading into the November 3 US elections. In this snap webinar held the morning post-vote, BloombergNEF reviewed the Blue Wave and offered early thoughts on the implications for the global energy sector. (Source: Bloomberg)

Burford Capital Q3 Earnings Call Highlights

5 days 6 hours ago
3 Retail Stocks Getting Crushed and the Long-Dated Options Trade on Each OneBurford Capital (NYSE:BUR) reported higher year-to-date revenue in its third-quarter earnings call, while executives said interest rate movements weighed on non-cash valuations and the company reduced deb

Viavi Solutions Q1 Earnings Call Highlights

5 days 6 hours ago
Viasat Drops 29%: Falling Knife or Moonshot Bargain?Viavi Solutions (NASDAQ:VIAV) reported fiscal first-quarter revenue and earnings above its guidance, driven by demand from data center and aerospace and defense customers, and projected further sequential growth throughout fisca

Apple to Start Scanning Publicly Shared iCloud Photos and Files for Harmful Content

5 days 6 hours ago
Apple has revealed that it plans to start checking public iCloud links for harmful content starting with iOS 27.3, iPadOS 27.3, macOS 27.3, and visionOS 27.3. The change specifically applies to scenarios where users share iCloud content, such as photos in iCloud Photos or files in iCloud Drive, by sharing a link and making it accessible to "Anyone with the link." When users choose this option,

James Bosworth on What Comes After Lula's Stunning Win

5 days 6 hours ago
When we last talked to James Bosworth, it seemed like an 'orange wave' was going to take over Latin America and further realign the region's interests with those of the Trump administration. But with Lula's surprise victory in Brazil and María Corina Machado's return to Venezuela, it seems like the orange wave might be cresting. Bosworth — a non-resident fellow at the Stinson Center and the author of the Latin America Risk Report newsletter — comes back on to explain how Lula pulled off his upset win over Flavio Bolsonaro, the possible impact of US troop presence in Venezuela, and why 2027 might further reshape the politics of Latin America. (Source: Bloomberg)

Paggi: Can’t React to Trump Rhetoric Amid Daily Changes

5 days 6 hours ago
Oil extended its decline as markets bet the US midterm results could reduce the risk of renewed fighting with Iran. Democrats have taken control of both chambers of Congress, while President Trump says he has no immediate plans for fresh strikes. Livia Paggi, Senior MD Strategy & Risk Advisory at JS Held spoke to Bloomberg’s Abeer Abu Omar on Horizons Middle East & Africa about the likelihood of reescalation in the Middle East. (Source: Bloomberg)