WealthWise

France’s National Assembly approved a law banning children under 15 from using social media, as part of broader efforts to strengthen protections for minors against harmful online content, following similar moves by other governments, including Australia.

The bill will now go to the Senate, and lawmakers aim for the ban to take effect before the new school year begins in the autumn.

#META #Instagram #GOOG #YouTube #TikTok #SnapChat #France #SocialMedia #ChildSafety #OnlineSafety #TechRegulation #DigitalPolicy #Minors
$META $GOOG

5 hours ago | [YT] | 0

WealthWise

Century Aluminum and Emirates Global Aluminum announced plans to build the first new primary aluminum smelter in the U.S. since 1980 through a joint venture owned 60% by EGA and 40% by Century.

The plant, to be built in Inola, Oklahoma, is expected to produce 750K metric tons of aluminum per year—larger than initially planned and more than doubling current U.S. production.

The companies said the project will use EGA’s latest state-of-the-art EX technology, the most advanced ever installed in the U.S.
Construction is expected to begin by the end of 2026, with production starting by the end of the decade, as engineering work and negotiations for a long-term power supply progress.

#CENX #CENXStock #Aluminum #CenturyAluminum #CenturyAluminumStock #EmiratesGlobalAluminum #AluminumManufacturing #Metals #Commodity #Commodities
$CENX

5 hours ago | [YT] | 0

WealthWise

Eaton announced plans to spin off its Vehicle and eMobility businesses into an independent, publicly traded company, allowing it to focus on higher-growth, higher-margin electrical and aerospace operations as part of its 2030 growth strategy.

The tax-free spinoff is expected to close in the first quarter of 2027 and will create two separate companies with clearer strategic priorities.

#ETN #ETNStock #Eaton #EatonStock #EatonSpinoff

6 hours ago | [YT] | 0

WealthWise

Citizens downgraded The Trade Desk Inc. to “market perform” from “market outperform,” citing limited near-term catalysts and intensifying competition in demand-side platforms, particularly from Amazon.com Inc.

The firm said The Trade Desk’s historical structural advantages are eroding as competition increases.

Citizens also noted that generative AI is reducing the operational complexity of programmatic advertising, lowering switching costs across DSPs.

“In particular, we believe Amazon is aggressively leaning into its DSP offering, with reported fees as low as a 1% take rate for programmatic guaranteed deals to attract advertisers,” the research firm said.

#TTD #TTDStock #AMZN #AMZNStock #TheTradeDesk #Amazon #AdTech #DigitalAdvertising #DSP
$TTD $AMZN

1 day ago | [YT] | 1

WealthWise

EquipmentShare.com impressed investors in its IPO debut, highlighting its hybrid model that combines a nationwide construction equipment rental and dealership business with its T3 telematics and jobsite software platform.

The company rents and sells heavy and light equipment while integrating fleet management, GPS tracking, work orders, security analytics, and uptime monitoring through connected hardware and cloud-based software.

Positioned as both a large rental operator and a construction technology platform, EquipmentShare leverages long-duration infrastructure and industrial demand by turning its equipment fleet into a data-generating network across construction sites.

#EQPT #EQPTStock #EquipmentShare #EquipmentShareStock #EquipmentShareIPO #ConstructionTech #Telematics #Infrastructure #Industrial #CloudSoftware #FleetManagement
$EQPT

1 day ago | [YT] | 0

WealthWise

BNP Paribas named Eaton its top 2026 pick, citing accelerating data center demand.

Analyst Andrew Buscaglia set a $430 price target, implying nearly 30% upside, with a bull case near $500 if growth expectations are met.

He said investor sentiment toward Eaton’s data center business has cooled despite strong fundamentals, creating an opportunity.

Data center revenue rose 45% in 2024 and another 50% through the first nine months of 2025, even as the stock de-rated.

Margin pressure in Eaton’s Electrical Americas unit stemmed from capacity expansion, with six new facilities under construction and most set for completion by early 2026. BNP Paribas expects margins to recover as utilization improves, with AI-driven data center sales contributing more meaningfully to earnings in the second half of the year.

The report also revisits Eaton’s acquisition of Boyd, a supplier of liquid cooling solutions. Buscaglia now estimates Eaton’s data center revenue could grow at an annual rate of more than 40% over the next several years, up from a prior forecast in the mid-30% range.

Buscaglia noted Eaton is exploring options for its vehicle business, including a potential sale, which could unlock value if proceeds are used to reduce debt or return capital to shareholders.

#ETN #ETNStock #Eaton #EatonStock #DataCenters #AIInfrastructure #ElectricEquipment #LiquidCooling #AI #Stocks
$ETN

1 day ago | [YT] | 0

WealthWise

The Trump administration is restructuring, revising, or eliminating more than $83B in clean energy loans and conditional commitments issued during the Biden administration.

The Energy Dominance Financing (EDF), formerly the Loan Programs Office, has completed or is in the process of de-obligating nearly $30B of the $104B in Biden-era loan obligations and is revising an additional $53.6B.

#QCLN #SolarEnergy #WindEnergy #Trump #CleanEnergy #Energy #ClimateChange #GlobalWarming #RenewableEnergy
$QCLN

1 day ago | [YT] | 1

WealthWise

German economists are calling for the repatriation of Germany’s gold reserves held in U.S. vaults amid growing concerns over the unpredictability of the Trump administration and changing transatlantic relations, The Guardian reported.

Germany holds the world’s second-largest national gold reserves after the United States, totaling about $530B.

Of that, roughly $194B — 1,236 metric tons — is stored at the Federal Reserve in New York, with just over half held at the Bundesbank in Frankfurt, 37% in New York, and 12% at the Bank of England in London.

Not all economists support the move. Clemens Fuest, president of the Institute for Economic Research, warned that repatriation could “only pour oil on the fire of the current situation.”

The Merz coalition government said withdrawing the gold is not currently under consideration.

#GLD #UUP #TLT #Germany #Gold #GoldReserves #FederalReserve #Bundesbank #Trump #Geopolitics #CentralBanks

1 day ago | [YT] | 0

WealthWise

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3 days ago | [YT] | 0

WealthWise

A new real-world study by analytics firm nference shows that a notable portion of patients may sustain weight loss even after stopping GLP-1 obesity drugs from Novo Nordisk and Eli Lilly, Reuters reported.

Among 1,615 tirzepatide users who discontinued, nearly 28% regained lost weight after six months, while 36% maintained their weight loss and 36% continued losing weight.

For 2,567 semaglutide users who stopped treatment, 33% regained weight, 32% maintained weight loss, and 35% continued losing weight. The findings have not yet undergone peer review.


#LLY #NVO #LLYStock #NVOStock #EliLilly #NovoNordisk #GLP1 #WeightLoss #Tirzepatide #Semaglutide #ObesityDrugs

4 days ago | [YT] | 2