Economic Value Added (EVA) is a critical financial metric that assesses a company's true economic profitability by comparing its net operating profit after taxes (NOPAT) against its cost of capital. A positive EVA signifies value creation for shareholders, while a negative EVA indicates value destruction. This metric, championed by Stern Value Management, is particularly effective for asset-heavy firms, guiding management towards capital efficiency and enhanced shareholder wealth, though less suited for companies rich in intangible assets.

Ternium S.A. (TX) shows promising technical indicators, suggesting potential for further price appreciation, especially with its robust production capacity and strategic market presence in Mexico and Latin America. However, investors are advised to exercise prudence due to potential bearish revisions for FY27 and inherent cyclical risks within the industry. A cautious approach, possibly awaiting Q1 results, is recommended for capital commitment.

Reports indicate that Microsoft Corp. had explored acquiring AI coding startup Cursor as part of its AI expansion strategy, prior to SpaceX's notable $60 billion acquisition option. Despite its interest, Microsoft ultimately decided not to proceed with a bid. Meanwhile, Microsoft's own AI offering, Copilot, faces challenges in user adoption, trailing behind competitors like Claude and ChatGPT.

Weatherford International (WFRD) reported its Q1 2026 financial results, with revenue of $1.152 billion and adjusted EBITDA of $233 million. The company announced plans to redomesticate to Texas, aiming to streamline its corporate structure and boost shareholder value. Despite a revenue dip linked to asset sales and Middle East conflicts, the company anticipates a strong recovery in the latter half of 2026 and sustained growth into 2027, driven by increasing energy security demands and offshore activities.

Boeing CEO Kelly Ortberg expressed confidence that upcoming US-China negotiations would include significant aircraft orders. This optimism comes despite the current geopolitical climate and follows strong first-quarter earnings for the company. Ortberg highlighted the importance of government-level agreements in securing these deals, emphasizing a 'meaningful opportunity' for Boeing to expand its presence in the Chinese market.