Recent consumer alert on ebike safety laws says some vehicles should be classified as mopeds or motorcycles Amazon said it plans to stop selling certain high-speed electric bicycles in California after a string of high-profile incidents and a consumer alert that the state attorney general issued last month. In April an 81-year-old man in Orange county died after a teenager illegally riding an e-mo...
Recent consumer alert on ebike safety laws says some vehicles should be classified as mopeds or motorcycles Amazon said it plans to stop selling certain high-speed electric bicycles in California after a string of high-profile incidents and a consumer alert that the state attorney general issued last month. In April an 81-year-old man in Orange county died after a teenager illegally riding an e-motorcycle struck him. The teen’s mother, Tommi Jo Mejer, has since been charged with involuntary manslaughter in Ed Ashman’s death as officials say she was warned it was illegal for her son to operate the vehicle. Continue reading...
Aktis Oncology, Inc. press release ( AKTS ): Net loss was $18.3 million for the quarter ended March 31, 2026, compared to $15.0 million for the comparable prior year period. The increase in net loss of $3.3 million was primarily driven by increased operating expenses. Collaboration revenue of $3.23M More on Aktis Oncology, Inc. Aktis Oncology: 'Buy' Based On Radiotherapeutic Isotope Design For Bro...
Aktis Oncology, Inc. press release ( AKTS ): Net loss was $18.3 million for the quarter ended March 31, 2026, compared to $15.0 million for the comparable prior year period. The increase in net loss of $3.3 million was primarily driven by increased operating expenses. Collaboration revenue of $3.23M More on Aktis Oncology, Inc. Aktis Oncology: 'Buy' Based On Radiotherapeutic Isotope Design For Broad Targeting Aktis Oncology, Inc. (AKTS) Presents at TD Cowen 46th Annual Health Care Conference - Slideshow Aktis Oncology, Inc. reports FY results Historical earnings data for Aktis Oncology, Inc. Financial information for Aktis Oncology, Inc.
Hong Kong stands at a pivotal moment in its evolution as a global financial centre. Economic realignment, geopolitical tension, extreme weather events and talent shortages dominate headlines. Yet, according to Seth Peller, CEO of Marsh Hong Kong & Macau, the most consequential threats are unfolding more quietly — and far more systemically. Climate volatility. AI acceleration. Workforce fragility. ...
Hong Kong stands at a pivotal moment in its evolution as a global financial centre. Economic realignment, geopolitical tension, extreme weather events and talent shortages dominate headlines. Yet, according to Seth Peller, CEO of Marsh Hong Kong & Macau, the most consequential threats are unfolding more quietly — and far more systemically. Climate volatility. AI acceleration. Workforce fragility. Geoeconomic uncertainty. “These risks are no longer separate,” he says. “They are interconnected —...
Love Employee/iStock via Getty Images Why the 5% Threshold is Dangerous Last week, the US 30Y Bond Yield reached 5%, while the US 10Y Bond Yield was close to touching 4.50%. Over the last decades we have been accustomed to very low interest rates, but the more time goes on, the more we understand that a 3% mortgage rate is just a distant memory. And it will remain so for quite a long time. The new...
Love Employee/iStock via Getty Images Why the 5% Threshold is Dangerous Last week, the US 30Y Bond Yield reached 5%, while the US 10Y Bond Yield was close to touching 4.50%. Over the last decades we have been accustomed to very low interest rates, but the more time goes on, the more we understand that a 3% mortgage rate is just a distant memory. And it will remain so for quite a long time. The new macroeconomic environment is composed of an inflation rate systematically higher than the 2% target and constant and huge fiscal deficits, two factors that are not helping US’s creditworthiness. In fact, even though the Fed significantly cut the short-term interest rate (Fed Funds Rate was 5.25% - 5.50% in July 2024; now it is 3.50% - 3.75%), both the US 30Y Bond Yield and the US 10Y Bond Yield remain elevated. TradingView In other words, it doesn’t matter if the Fed cuts short-term interest rates; long-term maturities follow their own rules. Right now, bond vigilantes have a primary role in determining long-term bond yields, and they require a more sustainable fiscal policy to ramp up US long-term bond demand. To some extent, we can state that US long-term debt yields are not in Fed’s control, at least not yet. In the worst-case scenario where the US long-term bond yields skyrocket, the Fed could step in through a mechanism called yield curve control. Basically, the Fed buys whatever amount of long-term US treasuries to enforce a maximum threshold that yields cannot exceed. It caps long-term interest rates, but it has a major downside: it is a highly inflationary policy. Since the inflation rate is already above the 2% target, the yield curve control, as of now, remains a highly speculative assumption. So, what if the 5% threshold no longer holds and US bond yields shoot up to 6-7%? Well, this could be a problem from multiple points of view since the economy benefits from lower interest rates, not the other way around, especially when everyone is so indebted. Let’s see in...
STAFFORD, Texas, May 11, 2026 (GLOBE NEWSWIRE) -- Microvast Holdings, Inc. (NASDAQ:MVST) (“Microvast” or the “Company”), a global leader in advanced battery technologies, announced today its unaudited consolidated financial results for the first quarter ended March 31, 2026 (“Q1 2026”).
STAFFORD, Texas, May 11, 2026 (GLOBE NEWSWIRE) -- Microvast Holdings, Inc. (NASDAQ:MVST) (“Microvast” or the “Company”), a global leader in advanced battery technologies, announced today its unaudited consolidated financial results for the first quarter ended March 31, 2026 (“Q1 2026”).
Netanyahu Says He Wants To End Annual US Military Support For Israel Authored by Guy Birchall via The Epoch Times (emphasis ours), Israeli Prime Minister Benjamin Netanyahu said on May 10 that he hopes to wean Israel off U.S. military support within a decade. Israeli Prime Minister Benjamin Netanyahu in Jerusalem, Israel, on March 19, 2026. Ronen Zvulun/Reuters In 2016, under the Obama administrat...
Netanyahu Says He Wants To End Annual US Military Support For Israel Authored by Guy Birchall via The Epoch Times (emphasis ours), Israeli Prime Minister Benjamin Netanyahu said on May 10 that he hopes to wean Israel off U.S. military support within a decade. Israeli Prime Minister Benjamin Netanyahu in Jerusalem, Israel, on March 19, 2026. Ronen Zvulun/Reuters In 2016, under the Obama administration, the United States agreed to give Israel $38 billion in military assistance. The memorandum of understanding covered U.S. fiscal years 2019–2028. “ I want to draw down to zero the American financial support , the financial component of the military cooperation that we have,” Netanyahu told CBS News’ 60 Minutes on Sunday. He said that it is “absolutely” the right time to reset the U.S.–Israeli financial relationship, adding that he doesn’t “want to wait for the next Congress,” but wants to “start now.” The state of Israel has long enjoyed support from both Republicans and Democrats in the White House, the Senate, and the House of Representatives , particularly on the topic of military aid. Since the outbreak of war in Gaza, in response to the attack by the Hamas-led terrorists against Israel on Oct. 7, 2023, that left about 1,200 Israelis dead, support from both politicians and the U.S. public has waned. A Pew Research poll published in March found that some 60 percent of American adults now view Israel unfavorably, with 59 percent saying they had little or no confidence that Netanyahu would do the right thing regarding world affairs. Both those percentages had risen by seven percentage points from a year earlier. Netanyahu told 60 Minutes that the deterioration in support for his nation amongst U.S. citizens “correlates almost 100 percent with the geometric rise of social media.” He said that several countries have “basically manipulated” social media in a way that “hurt us badly,” but added that he did not support censorship. Netanyahu said these nations used “bot farm...
South African President Cyril Ramaphosa faced down calls to resign on Monday over a scandal in which thieves stole bundles of cash in foreign currency hidden in a sofa on his ranch. In a televised address to the nation, Ramaphosa said he respected a constitutional court ruling that revived impeachment proceedings against him last week but pledged to defend himself. “While there have been calls in...
South African President Cyril Ramaphosa faced down calls to resign on Monday over a scandal in which thieves stole bundles of cash in foreign currency hidden in a sofa on his ranch. In a televised address to the nation, Ramaphosa said he respected a constitutional court ruling that revived impeachment proceedings against him last week but pledged to defend himself. “While there have been calls in some circles that I should resign, nothing in the Constitutional Court judgment compels me to...
MattGush/iStock via Getty Images Introduction AI infrastructure is no longer just a semiconductor trade. The vast data centers that are powering the AI revolution are becoming an increasingly important part of the story. Another layer is beginning to emerge, namely that of power-constrained real estate, towers, interconnection, fiber, and networking equipment. In short, the digital infrastructure ...
MattGush/iStock via Getty Images Introduction AI infrastructure is no longer just a semiconductor trade. The vast data centers that are powering the AI revolution are becoming an increasingly important part of the story. Another layer is beginning to emerge, namely that of power-constrained real estate, towers, interconnection, fiber, and networking equipment. In short, the digital infrastructure powering the AI boom. The iShares US Digital Infra & Real Estate ETF ( IDGT ) offers concentrated exposure to this, and while it’s no longer an undiscovered trade, the underlying earnings are starting to validate the market’s enthusiasm. IDGT As A Concentrated Bet On The Physical AI Layer IDGT is not a broad infrastructure ETF, but it’s also not a normal REIT ETF. Instead, it owns a concentrated basket of digital infrastructure companies across technology and real estate. The top holdings include data center landlords, tower operators, interconnection platforms, and networking names. The top three are Equinix, Inc. ( EQIX ), Digital Realty Trust, Inc. ( DLR ), and American Tower Corp. ( AMT ), but its holdings also feature names like CoreWeave, Inc. ( CRWV ). The ETF’s value lies in its hybrid structure. It captures AI infrastructure through both real assets and technology suppliers. The fund has an expense ratio of 0.39%, which is not cheap but in line with competing ETFs in the sector. With nearly $330 million in assets under management, it’s no longer a 'hidden gem,' but it’s also not very large yet. The fund mainly invests in the Tech sector at around 57% of holdings by weight, followed by Real Estate at around 37%. It also has some minor exposure to Communication at around 5%. The top 10 holdings account for around 65% of the total, making it fairly top-heavy. Its current yield of 0.79% is unlikely to turn any heads, and as such, the fund is not to be considered an income product. Earnings Starting To Support Bullish AI Infrastructure Thesis Recent earnings from severa...
Lumentum’s stock has been red hot, but there are plenty of lesser-known ways to capitalize on the growing connectivity needs of AI data centers, according to Bernstein.
Lumentum’s stock has been red hot, but there are plenty of lesser-known ways to capitalize on the growing connectivity needs of AI data centers, according to Bernstein.
Oculis Holding press release ( OCS ): Q1 GAAP EPS of CHF -0.49. As of March 31, 2026, Oculis held cash, cash equivalents and short-term investments of CHF 222.0 million or $277.6 million, compared to CHF 213.0 million or $268.7 million as of December 31, 2025. More on Oculis Holding Seeking Alpha’s Quant Rating on Oculis Holding Historical earnings data for Oculis Holding Financial information for...
Oculis Holding press release ( OCS ): Q1 GAAP EPS of CHF -0.49. As of March 31, 2026, Oculis held cash, cash equivalents and short-term investments of CHF 222.0 million or $277.6 million, compared to CHF 213.0 million or $268.7 million as of December 31, 2025. More on Oculis Holding Seeking Alpha’s Quant Rating on Oculis Holding Historical earnings data for Oculis Holding Financial information for Oculis Holding
Erik Isakson/DigitalVision via Getty Images If you have followed my work closely, you know that I am a value investor with a contrarian streak. One of the challenges of value investing is that, in the short run, it can underperform investing in growth plays. In the long run, however, I don't think that's true. And the data that I have seen in the past confirms that. Having said that, one of the mo...
Erik Isakson/DigitalVision via Getty Images If you have followed my work closely, you know that I am a value investor with a contrarian streak. One of the challenges of value investing is that, in the short run, it can underperform investing in growth plays. In the long run, however, I don't think that's true. And the data that I have seen in the past confirms that. Having said that, one of the most difficult things for an ardent value investor is that we often underestimate how much upside a high-growth play can experience in the near term. When growth is astounding, the market often pays a hefty premium for that. And sometimes, that premium can become stratospheric in nature. Back in January of this year, I wrote an article about AAON, Inc. ( AAON ), a player in the HVAC market that has been catering especially recently to the data center industry through the cooling offerings that it provides through its BASX segment. Despite the fact that I am optimistic about data centers in the long run, and even though the company had experienced some nice rise in backlog, I took a more neutral stance because of how expensive the business was. I ended up rating it a ‘hold’ as a result. But since then, the stock has roared higher by 62.3%. That's well above the 7.2% increase that the S&P 500 ( SP500 ) experienced over the same window of time. Even though management is forecasting continued strong growth, I must say that I am becoming a bit bearish. The stock looks downright expensive, both on an absolute basis and relative to most other similar firms. Given this, I have no choice but to downgrade it to a soft Sell at this time. AAON is Overheating At this time, the newest data that investors have regarding AAON covers through the first quarter of the company's 2026 fiscal year. Honestly, this was an astounding time for the firm. Revenue came in at $496.9 million. That's 54.3% above the $322.1 million that the business reported a year earlier. In addition to being strong on an ...