Analysts

• LTM has unveiled "Lakshya 2031," an AI-driven strategic plan aimed at accelerating growth through Business AI, BlueVerse, and the integration of Randstad. • Market analysts and brokerages have reacted positively to the strategy, citing the company's deep client relationships built over 20 years as a primary competitive advantage. • The plan matters as it positions LTM to capitalize on emerging AI technologies to modernize its service offerings and expand its market reach.

• Grab's Q1 2026 earnings surged 466.7% to US$136 million from US$24 million in Q1 2025, reinforcing analyst confidence in the ride-hailing and delivery platform. • Analysts view Grab as the clear regional leader in Southeast Asia despite facing ongoing regulatory challenges across multiple markets. • The company's strong profit growth demonstrates the sustainability of its business model even amid tightening regulatory scrutiny in the region.

Executive order to speed access to psychedelic treatments likely to have limited legal impact despite high-profile pushThe Trump administration issued an executive order earlier this month to accelerate access to psychedelic medication for people with “serious mental illnesses,” but experts say the order is more likely to make a difference symbolically than legally.“Policymakers and the medical field have long struggled to address the burden of suicide and serious mental illness rates in America,” the order reads, noting that some people do not respond to available treatments. Continue reading...

• Northland analysts have initiated a buy rating on USA Rare Earth as the U.S. pursues rare earth independence from China. • The move reflects broader geopolitical efforts to establish domestic supply chains for critical materials essential to technology and defense sectors. • Rare earth elements are vital for electronics, renewable energy, and military applications, making supply chain security a strategic priority.

Iranian intelligence services apparently recruiting via intermediaries to mount attacks aimed at sowing chaosIranian intelligence services and Revolutionary Guards operatives are recruiting teenagers through criminal intermediaries to launch a wave of low-level “hybrid warfare” attacks in Europe and the UK, according to investigators, security officials, analysts and police documents.A first wave of attacks was launched in early March, 10 days after the US and Israel began strikes on Iran, and targeted Jewish community sites in Belgium, the Netherlands and US banks. A second wave has focused on the UK, with a series of arson and attempted arson attacks on synagogues, a Jewish charity and the offices of an Iranian opposition TV network in London. Continue reading...

• Tesla shares rose 7.2% Thursday after the company announced successful deployment of advanced autonomous driving features in two additional states, bringing the full self-driving beta program to 15 states nationwide. • Multiple Wall Street analysts upgraded Tesla's stock, raising average price targets by 12-15%, citing accelerated path to profitability and potential for robotaxi revenue streams beginning in late 2026. • The autonomous driving announcement offset broader semiconductor sector weakness, with Tesla demonstrating differentiation from legacy automakers lacking comparable self-driving capabilities.

Estimated 2,000 ships, including oil and gas tankers and cruise liners, remain trapped in the Persian Gulf since start of warThere will be no “mass exodus” of ships through the strait of Hormuz, according to shipping analysts, despite the agreement of a two-week conditional ceasefire between the US and Iran and provisions for a temporary reopening of the crucial maritime channel.The ceasefire agreement “doesn’t change the situation in the sense that Iran is still in control,” said Richard Meade, the editor-in-chief at maritime data provider Lloyd’s List Intelligence. “It still requires ships to essentially seek permission, and that’s the key. That means that nothing has changed – no permission, no transit.” Continue reading...