Latest news with #Jed
Yahoo
6 days ago
- Business
- Yahoo
United Rentals a 'natural choice' amid AI construction projects
US equities (^DJI, ^IXIC, ^GSPC) took a hit in Friday's session after President Trump threatened a new 50% tariff against European Union (EU) nations. The indexes ended up closing out the trading week at a loss of over 2% each. Argent Capital Management Portfolio Manager Jed Ellerbroek comes on Market Domination to discuss his latest stock picks in industrial equipment company United Rentals (URI), Oracle (ORCL), and — ahead of its earnings release on Wednesday, May 28 — Nvidia (NVDA). To watch more expert insights and analysis on the latest market action, check out more Market Domination here. Against that backdrop, Jed, as I said, listen, you have to put money to work. You got to find opportunities. I'm interested in reviewing some of those. So let's give people some some investment ideas. One name you like, United rentals, uh, Jed, ticker URI. Why is that one of buy in your opinion? Yeah. Yeah, we've we've owned United rentals for years and we think it's an outstanding business. The the kind of core reason we like it is because in America and in most other developed countries, the users of construction equipment are gradually, but consistently, um, shifting from owning and maintaining the equipment themselves to renting it instead from the big rental yards like United rentals and Sunbelt. So that is a kind of a steady, consistent boost to demand for United rentals and its industry. And then on top of that, United is just a very well-managed company. They dominate the industry. They've got the most locations. Um, so that means with these big mega projects going on around the United States building semiconductor manufacturing, battery manufacturing, all the airport construction and hospital construction that you see when you when you drive around urban areas, those people want to use one contractor nationwide. And so United is the natural choice for big construction projects like that and the big contractors that serve them. So, uh, good business, consistent demand, and uh, demand is hanging in there pretty well despite what seems like a kind of uncertain economic environment. The company hosted an investor event earlier this week and had mostly positive things to say. So it's a stock that we continue to like and have as a big position in our urgent large cap portfolio. And then, Jed, um, let's talk about, uh, Big Cap tech and specifically the kind of AI related trade here, right? And is going to be a big event next week when we get earnings from that company. Um, there was a report today that Oracle was dropping what, something like $40 billion according to the FT on, um, on chips for some of the open AI data centers. So it seems like the the spigot is still on. What does that mean for investors? Yeah, I think, so you're right, earnings next week. We know about the bad news the company will report, you know, the right down to the H20 inventory that was going to be directed toward China. The company's going to take a five and a half billion dollar right off on that. They're going to lose future revenues that would have been tied to those products. So that's the negative that the company's already told us about. I think the the guide for next quarter will be will be decent despite that, which is pretty impressive. And then I think the company's going to speak toward optimism looking further out. And that's mostly tied to what what you mentioned, which is really a new class of customers for those accelerator chips. We're not just talking about, you know, the the hyperscalars, Amazon, Microsoft, Google, buying video chips to put into their cloud computing data centers, but we're talking about enterprise demand for video chips, and we're talking about sovereign AI, which are these foreign countries wanting data centers built in their countries filled with video chips. So, uh, I think that Nvidia still faces a really, really strong demand environment. They are more more supply constrained than they are demand constrained.
Wales Online
05-05-2025
- Entertainment
- Wales Online
Line of Duty star gives fans update on new series but it won't be one they like
Line of Duty star gives fans update on new series but it won't be one they like Line of Duty star Martin Compston has said that a new series of the hit BBC police drama is still "a way off" as it is difficult to align his and his co-stars' schedules Martin Compston has said the hit show "Line of Duty' will not be making an appearance anytime soon (Image: BANG Showbiz ) Martin Compston has said that fans will have to wait a bit longer for another instalment of the hit series Line of Duty. While rumours have been circulating about a seventh season, the 40-year-old, who famously portrayed Detective Inspector Steve Arnott in the acclaimed BBC show, made it clear in an interview with The Sun newspaper's TVMag that lining up the busy schedules of himself and fellow stars Adrian Dunbar and Vicky McClure is challenging. Compston told The Sun newspaper's TVMag: "Everybody's got stuff going on at the minute, so I think anything, unfortunately, would be a way off." The star (right) has said he and his co stars will be "gutted" if a character is killed off on the show (Image: John Phillips, Getty Images ) The actor expressed his gratitude for the continued interest in the series saying: "You know, the day people stop asking about the show will be a sad day, so I'm delighted that people are still excited about it." For the latest TV and showbiz gossip sign up to our newsletter He also spoke of the cast's strong bond, mentioning their recent get-together: "We'd all love to work together again at some point. We still all meet up. Article continues below "I met with Jed [Mercurio, the show's creator], Adrian and Vicky in London before Christmas - we went out for dinner, to hear what everyone's up to." Compston didn't hide his enthusiasm about how gripping the police corruption drama's plotlines are for viewers. He said: "It's amazing. It's the best feeling as an actor when you feel like the whole country's in the palm of your hand with what's coming next, and there's only a couple of you in that secret of who's surviving and what's going on." Nonetheless, he emphasized that the show's return must be driven by quality, not just by its success. The Scottish star stated firmly that creator Jed Mercurio wouldn't push for more episodes without good reason: "But because we're all so close and we all want the best for the show, we wouldn't do it again just for the sake of it. "If it was just about doing it for the sake of it, we'd have probably done another three series by now. "We really care about the quality of it. So if we come back, it would be for the right reasons. "It won't just be: 'Get another one done.' It'll be because Jed thinks there's a story to tell." Martin has total trust in Jed's judgement regarding the future of the drama and is aware that he holds the cards when it comes to deciding on its return, but he shared that both he and his colleagues would feel "gutted" if any character were to be axed from the show. Article continues below He had previously stated: "I trust Jed implicitly and, if he decided it wasn't right for it to come back, then so be it. If he decided to kill any of us off, we'd be gutted. "We'd only do it for what's best for the show, and if that was his decision, then that would be it."
Yahoo
04-05-2025
- Entertainment
- Yahoo
Martin Compston: New Line of Duty is 'a way off'
Martin Compston has insisted another series of 'Line of Duty' is "a way off". The 40-year-old actor played Detective Inspector Steve Arnott on the hit BBC police drama from 2012 until 2021 and while it was recently reported a seventh season is in the pipeline, he admitted it isn't easy to align the schedules of himself and co-stars Adrian Dunbar and Vicky McClure. He told The Sun newspaper's TVMag: "Everybody's got stuff going on at the minute, so I think anything, unfortunately, would be a way off. "You know, the day people stop asking about the show will be a sad day, so I'm delighted that people are still excited about it. "We'd all love to work together again at some point. We still all meet up. "I met with Jed [Mercurio, the show's creator], Adrian and Vicky in London before Christmas - we went out for dinner, to hear what everyone's up to." Martin loves how hooked people get on the storylines from the police corruption drama. He said: 'It's amazing. It's the best feeling as an actor when you feel like the whole country's in the palm of your hand with what's coming next, and there's only a couple of you in that secret of who's surviving and what's going on." However, the Scottish actor insisted showrunner Jed won't just make new episodes to capitalise on its popularity as it would only return "for the right reasons". He said: "But because we're all so close and we all want the best for the show, we wouldn't do it again just for the sake of it. "If it was just about doing it for the sake of it, we'd have probably done another three series by now. "We really care about the quality of it. So if we come back, it would be for the right reasons. "It won't just be: 'Get another one done.' It'll be because Jed thinks there's a story to tell." Martin has complete confidence in Jed and knows that the writer will make the decision whether the drama makes a comeback, but admitted he and his co-stars would be "gutted" if he decided to kill any of them off. He previously said: "I trust Jed implicitly and, if he decided it wasn't right for it to come back, then so be it. If he decided to kill any of us off, we'd be gutted. "We'd only do it for what's best for the show, and if that was his decision, then that would be it."
Scottish Sun
03-05-2025
- Entertainment
- Scottish Sun
Line of Duty's Martin Compston breaks silence on hit BBC drama's return – insisting it will ‘be for the right reasons'
Click to share on X/Twitter (Opens in new window) Click to share on Facebook (Opens in new window) LINE of Duty's Martin Compston has broken his silence on the hit BBC drama's return - saying it will be 'for the right reasons'. The Sun exclusively revealed Line of Duty would be returning next year for a seventh series. Sign up for the Entertainment newsletter Sign up 4 Line of Duty's Martin Compston has broken his silence on the hit drama returning Credit: AP 4 The show aired from 2012 up until 2021 Credit: BBC 4 Viewers best know Martin for playing DS Steve Arnott Credit: BBC The six-parter will reportedly see Martin, Vicky McClure and Adrian Dunbar all reprise their beloved roles for filming in January. When speaking to The Sun's TV Mag, the actor was grilled about rumours of the show making a comeback. Martin shared: 'We're always talking about possibilities and schedules and whatnot. "Everybody's got stuff going on at the minute, so I think anything, unfortunately, would be a way off. "You know, the day people stop asking about the show will be a sad day, so I'm delighted that people are still excited about it. "We'd all love to work together again at some point. We still all meet up. "I met with Jed [Mercurio, the show's creator], Adrian [Dunbar] and Vicky [McClure] in London before Christmas - we went out for dinner, to hear what everyone's up to." He added: 'It's amazing. It's the best feeling as an actor when you feel like the whole country's in the palm of your hand with what's coming next, and there's only a couple of you in that secret of who's surviving and what's going on. "But because we're all so close and we all want the best for the show, we wouldn't do it again just for the sake of it. "If it was just about doing it for the sake of it, we'd have probably done another three series by now. Line of Duty stars spark new episode rumours as they reunite for night out "We really care about the quality of it. So if we come back, it would be for the right reasons. "It won't just be: 'Get another one done.' It'll be because Jed thinks there's a story to tell." A TV insider previously told The Sun: 'This is the news Line of Duty fans have been waiting for since the sixth season left them deflated when it aired back in 2021. 'The BBC almost immediately requested more episodes to continue the story, but the success of the show meant Vicky, Martin and Adrian were instantly snapped up for other projects. 'But after several meetings with Jed [Mercurio, creator and writer] and the production team, they've finally managed to clear space in their calendars next year to commit to making the show.' The Sun first revealed in 2022 that the show, which drew up to 13million viewers, would return. The stars have been attached to other projects - Martin with supernatural thriller The Rig, Vicky with bomb squad drama Trigger Point, and Adrian with jazz singer detective show Ridley. Many of the 13million who saw the sixth series felt it a huge anti-climax to learn buffoon Det Supt Ian Buckells (Nigel Boyle) was H, the elusive mastermind with links to organised crime. Fans had wondered if it was a genuine end after nine years of nail-biting storylines, or a red herring by creator Jed Mercurio. TV Mag is available for free every Saturday, only in The Sun.
The Sun
03-05-2025
- Entertainment
- The Sun
Line of Duty's Martin Compston breaks silence on hit BBC drama's return – insisting it will ‘be for the right reasons'
LINE of Duty's Martin Compston has broken his silence on the hit BBC drama's return - saying it will be 'for the right reasons'. The Sun exclusively revealed Line of Duty would be returning next year for a seventh series. 4 4 4 The six-parter will reportedly see Martin, Vicky McClure and Adrian Dunbar all reprise their beloved roles for filming in January. When speaking to The Sun's TV Mag, the actor was grilled about rumours of the show making a comeback. Martin shared: 'We're always talking about possibilities and schedules and whatnot. "Everybody's got stuff going on at the minute, so I think anything, unfortunately, would be a way off. "You know, the day people stop asking about the show will be a sad day, so I'm delighted that people are still excited about it. "We'd all love to work together again at some point. We still all meet up. "I met with Jed [Mercurio, the show's creator], Adrian [Dunbar] and Vicky [McClure] in London before Christmas - we went out for dinner, to hear what everyone's up to." He added: 'It's amazing. It's the best feeling as an actor when you feel like the whole country's in the palm of your hand with what's coming next, and there's only a couple of you in that secret of who's surviving and what's going on. "But because we're all so close and we all want the best for the show, we wouldn't do it again just for the sake of it. "If it was just about doing it for the sake of it, we'd have probably done another three series by now. Line of Duty stars spark new episode rumours as they reunite for night out "We really care about the quality of it. So if we come back, it would be for the right reasons. "It won't just be: 'Get another one done.' It'll be because Jed thinks there's a story to tell." A TV insider previously told The Sun: 'This is the news Line of Duty fans have been waiting for since the sixth season left them deflated when it aired back in 2021. 'The BBC almost immediately requested more episodes to continue the story, but the success of the show meant Vicky, Martin and Adrian were instantly snapped up for other projects. 'But after several meetings with Jed [Mercurio, creator and writer] and the production team, they've finally managed to clear space in their calendars next year to commit to making the show.' The Sun first revealed in 2022 that the show, which drew up to 13million viewers, would return. BBC crime dramas The BBC is reopening case files on an all-star line-up of crime dramas this summer. Here's a refresher on the popular programmes which span six decades. Campion: Aired from 1989 to 1990, this detective drama series was adapted from novels by Margery Allingham and stars Peter Davison. Dalziel And Pascoe: A gritty detective drama series about a mismatched pair of policemen, based on the award-winning books by Reginald Hill. Aired from 1996 to 2007. Death In Paradise: A misanthropic detective inspector is assigned to a Caribbean island against his will. Premiered in 2011 and is still on air to this day. Happy Valley: Created by Sally Wainwright, this northern noir follows Sarah Lancashire as Sgt Catherine Cawood – tough, defiant and facing her traumatic past. Hinterland: Welsh drama starring Richard Harrington. Brooding DCI Tom Mathias uncovers secrets – and links to his troubled past amid mountainous terrain and close-knit villages. Aired from 2013 to 2016. Inspector Lynley Mysteries: Based on the novels of Elizabeth George, this drama series is about upper-crust DI Thomas Lynley and working class DS Barbara Havers. Aired from 2001 to 2007. Jonathan Creek: Starring comedian Alan Davies, this comedy-drama series follows a inventor of magic tricks who is often called in to solve puzzling murders. Aired from 1997 to 2016. Law & Order: Originally broadcast in 1978, this four-part drama series is about the British judicial system. Stars include Peter Dean and Derek Martin. Life On Mars: Beguiling science-fiction police drama following a Manchester policeman who travels back to 1973 following a car accident. Stars John Simm and Philip Glenister. Aired from 2006 to 2007. Line Of Duty: Created by Jed Mercurio, this drama follows the investigations of AC-12, a controversial police anticorruption unit. Stars Martin Compston, Vicky McClure and Adrian Dunbar, aired from 2012 to 2021. Luther: Crime drama series starring Idris Elba as DCI John Luther. Aired from 2010 to 2019, with a follow-up film released in 2023. New Tricks: Warm-hearted drama following an eccentric group of old-fashioned detectives. Starring Dennis Waterman, Amanda Redman, Alun Armstrong and James Bolam. Aired from 2003 to 2015. Sherlock: Benedict Cumberbatch stars a modern day Sherlock Holmes, teaming up with Martin Freeman 's war veteran Dr Watson to solve impossible crimes. Aired from 2010 to 2017. Shetland: Detective drama starring Douglas Henshall, Ashley Jensen and Alison O'Donnell, showcasing the dark side of one of the most beautiful places on earth. Premiered in 2013 and is still on air to this day. The Cops: Set in the fictional northern town of Stanton, this acclaimed, provocative police drama stars Katy Cavanagh, Rob Dixon and John Henshaw. Aired from 1998 to 2001. Waking The Dead: With a cast including Trevor Eve, Sue Johnston and Wil Johnson, this series follows a cold case team who unearths sleeping secrets, but sometimes the past is best left buried. Aired from 2000 to 2011. Wallander: Starring Sir Kenneth Branagh, Kurt Wallander is unable to unsee the dark crimes he's tasked to investigate while Wallander's job comes at a cost to his family and relationships. Aired from 2008 to 2016. The stars have been attached to other projects - Martin with supernatural thriller The Rig, Vicky with bomb squad drama Trigger Point, and Adrian with jazz singer detective show Ridley. Many of the 13million who saw the sixth series felt it a huge anti-climax to learn buffoon Det Supt Ian Buckells (Nigel Boyle) was H, the elusive mastermind with links to organised crime. Fans had wondered if it was a genuine end after nine years of nail-biting storylines, or a red herring by creator Jed Mercurio. TV Mag is available for free every Saturday, only in The Sun. 4
