Earnings call transcript: Vodacom lifts outlook in Q1 2026 as Safaricom deal reshapes growth

West Texas Intermediate (WTI), the US crude oil benchmark, is trading around $90.05 during the early European trading hours on Friday. WTI tumbles as traders book some profits. However, the potential downside might be limited as the escalating conflicts in the Middle East reignite fears over global energy supplies. The US Central Command (CENTCOM) said on Friday that…

Mid-cap stocks MYR Group (MYRG 5.34%) and VSE Corporation (VSEC 7.12%) operate in completely different industrial sectors, with MYR Group focusing on electrical contracting and VSE on aviation aftermarket services. However, they are fundamentally cut from the same cloth, as they rely heavily on recurring, non-discretionary service revenue. Utilities must maintain the grid, and that’s…

Moonshot AI’s Kimi K3 could encourage a surge in enterprise workloads and provide a long-term tailwind to chip demand.

Standard macroeconomic data do not cleanly separate the systematic and nonsystematic components of monetary policy. We show that incorporating unstructured text data into the structural estimation of a DSGE model can sharpen this distinction. We augment a standard state-space model with a non-core measurement block that links structural shocks to time series derived from FOMC…