Claude Code is a developer tool for developers. And yet, over the last year and especially the last few months, the team at Anthropic has seen a huge number of people , across industries and disciplines, figure out how to access their terminal so that they could build new stuff too. Few AI products have found true product-market fit the way Claude Code has. But how did that happen? And are we ever...
Claude Code is a developer tool for developers. And yet, over the last year and especially the last few months, the team at Anthropic has seen a huge number of people , across industries and disciplines, figure out how to access their terminal so that they could build new stuff too. Few AI products have found true product-market fit the way Claude Code has. But how did that happen? And are we ever going to get out of the terminal? Verge subscribers, don't forget you get exclusive access to ad-free Vergecast wherever you get your podcasts. Head here . Not a subscriber? You can sign up here . On this episode of The Vergecast , Anthropic's Bo … Read the full story at The Verge.
Viper Energy ( VNOM ) declares $0.38/share quarterly dividend , 15.2% increase from prior dividend of $0.33. Forward yield 3.38% Payable March 12; for shareholders of record March 5; ex-div March 5. The Board also declared a variable cash dividend of $0.14 per Class A common share for the fourth quarter of 2025, payable on March 12, 2026 to Class A common stockholders of record at the close of bus...
Viper Energy ( VNOM ) declares $0.38/share quarterly dividend , 15.2% increase from prior dividend of $0.33. Forward yield 3.38% Payable March 12; for shareholders of record March 5; ex-div March 5. The Board also declared a variable cash dividend of $0.14 per Class A common share for the fourth quarter of 2025, payable on March 12, 2026 to Class A common stockholders of record at the close of business on March 5, 2026. See VNOM Dividend Scorecard, Yield Chart, & Dividend Growth. More on Viper Energy Viper Energy: Approaches Its Net Debt Target After Non-Permian Divestiture Viper Energy: Consider Buying After The Merger Viper Energy Q4 2025 Earnings Preview Goldman sees further upside in the energy rally, flagging 10 buy-rated stocks Seeking Alpha’s Quant Rating on Viper Energy
VisionWave Holdings ( VWAV ) on Tuesday said it has executed an agreement to acquire a 51% controlling interest in certified aerospace manufacturer C.M. Composite Materials. The transaction is expected to close in the first quarter of 2026. "Management believes the combination of advanced computational acceleration software and certified aerospace composite manufacturing represents a strategically...
VisionWave Holdings ( VWAV ) on Tuesday said it has executed an agreement to acquire a 51% controlling interest in certified aerospace manufacturer C.M. Composite Materials. The transaction is expected to close in the first quarter of 2026. "Management believes the combination of advanced computational acceleration software and certified aerospace composite manufacturing represents a strategically aligned model within the evolving defense industrial base," it said. VWAVW +21.21% premarket to $2.0. Source: Press Release More on VisionWave Holdings, Inc. VisionWave Holdings: AI Defense Hype With No Revenues Or Backlog Seeking Alpha’s Quant Rating on VisionWave Holdings, Inc. Financial information for VisionWave Holdings, Inc.
Agromov/iStock via Getty Images Ardelyx ( ARDX ) shares gained in the premarket on Tuesday after the company reached a collaboration with the Ladies Professional Golf Association (LPGA) to become the official corporate pharmaceutical marketing partner of the LPGA tour. The multi-year collaboration focuses on raising awareness of irritable bowel syndrome with constipation (IBS-C), a therapeutic are...
Agromov/iStock via Getty Images Ardelyx ( ARDX ) shares gained in the premarket on Tuesday after the company reached a collaboration with the Ladies Professional Golf Association (LPGA) to become the official corporate pharmaceutical marketing partner of the LPGA tour. The multi-year collaboration focuses on raising awareness of irritable bowel syndrome with constipation (IBS-C), a therapeutic area Ardelyx ( ARDX ) targets with its bowel disease therapy Ibsrela. “Ardelyx and the LPGA will educate, encourage, and connect patients experiencing symptoms of IBS-C and remind them that they are not alone in their journey,” Ardelyx ( ARDX ) and the LPGA said in a statement. As part of the deal, digital and social content related to Ardelyx ( ARDX ) will appear across LPGA platforms as the company serves as an official marketing partner of the association, starting with the 2026 LPGA season. More on Ardelyx Why Ardelyx's Offensive Strategy Doesn't Move The Needle Ardelyx, Inc. 2025 Q4 - Results - Earnings Call Presentation Ardelyx: Strong IBSRELA Growth, But Heavy Operational Spend Clouds Profitability Ardelyx's post-earnings decline attributed to concerns over Ibsrela outlook Ardelyx outlines $1B IBSRELA revenue target by 2029 while advancing CIC label expansion and new pipeline
BING-JHEN HONG Truist maintained its Buy rating on Nvidia ( NVDA ), noting that we should expect constructive fourth-quarter results, commentary, outlook, and catalysts when the company reports its quarterly results on Wednesday. The firm kept its $275 price target on Nvidia's stock. "We believe FQ4 results (and FQ1 outlook) will likely exceed consensus, and expect management to offer optimistic c...
BING-JHEN HONG Truist maintained its Buy rating on Nvidia ( NVDA ), noting that we should expect constructive fourth-quarter results, commentary, outlook, and catalysts when the company reports its quarterly results on Wednesday. The firm kept its $275 price target on Nvidia's stock. "We believe FQ4 results (and FQ1 outlook) will likely exceed consensus, and expect management to offer optimistic commentary about its products, demand, supply, and longer-term drivers. Meanwhile, the stock trades at only 19x CY27 EPS - a surprising level considering its industry leadership and mid-50s% EPS growth. Following earnings, the next major catalyst is GTC in mid-March," said analysts led by William Stein. The analysts noted that in the past six months, Nvidia has delivered over 7% total return, matching the S&P but underperforming the Philadelphia Semiconductor Index ( SOX ) (+45%). Based on discussions with their colleagues and investors, the analysts believe the main reasons are the following. The analysts said that some investors have pointed to decelerating growth in Nvidia sales and in AI infrastructure capital expenditure, or capex. However, growth has been decelerating for the last seven quarters, yet during much of this time Nvidia outperformed, and growth remains remarkably robust, so the analysts see decelerating growth as a poor reason to explain the company's recent underperformance. "Some investors have pointed to fear of the collapse of everything Al related (capex, and therefore Al infra supplier revenue, and sentiment); however, this contradicts the run in optical, memory, and SemiCap, so we see this as a poor reason to explain NVDA's recent underperformance," said Stein and his team. More on Nvidia Nvidia: What Could Happen On Wednesday? (Earnings Preview) Nvidia Q4 Preview: Private Credit Problems Nvidia: Preparing For Blockbuster Earnings Amid ASIC Fears AI chipmaker Cerebras confidentially files for IPO: report DeepSeek trained upcoming AI model on Nvidia's...
Caroline Munsterman/iStock via Getty Images I am a big fan of Vanguard, and I am glad that they are huge in the ETF world. The firm does a good job in my view, but some of their ETFs still might not perform well for investors. I initiated Vanguard Value ETF ( VTV ) with a Sell rating almost four months ago, and it has rallied by almost 10% since then. Today, I am reviewing the ETF and reiterating ...
Caroline Munsterman/iStock via Getty Images I am a big fan of Vanguard, and I am glad that they are huge in the ETF world. The firm does a good job in my view, but some of their ETFs still might not perform well for investors. I initiated Vanguard Value ETF ( VTV ) with a Sell rating almost four months ago, and it has rallied by almost 10% since then. Today, I am reviewing the ETF and reiterating my Sell rating. VTV Has Set an All-Time High VTV set an all-time high during trading on February 12, and it set an all-time closing high on February 20, with the $206.88 slightly above the prior all-time high set nine days earlier: Schwab thinkorswim The ETF has rallied by 37.5% from its 52-week low set last April, and it is up 173.8% from its low after the pandemic hit the U.S. in 2020. VTV is up 8.3% year-to-date, which is substantially better than the State Street SPDR S&P 500 ETF ( SPY ) return of 1.1%. Over the last decade, though, it continues to trail SPY: YCharts Why VTV Has Rallied When I first looked closely at VTV in late October, I liked that it was focused on beating the CRSP US Large Cap Value Index . That index had 308 names at the time, with market caps ranging from $5 billion to $1.06 trillion. Morningstar ( MORN ) bought CRSP very recently in a deal announced in September that closed earlier this month, paying $375 million. It will continue to provide the index to Vanguard, but the information about the CRSP index does not seem available on its website yet. The CRSP website suggested in a performance piece that the index had 309 names as of December 31. As I pointed out last time, the fee was very low at 0.04%, but it was one of the many ETFs that had fees lowered by Vanguard. The extremely low fee, now 0.03%, has helped the ETF to attract investors. The Vanguard website hosts an information page about VTV , and the ETF now holds 312 names, which is what it says the benchmark holds. As of the end of January, the ETF was $165 billion in size and part of a t...
Ovintiv ( OVV ) declares $0.30/share quarterly dividend , in line with previous. Forward yield 2.36% Payable March 31; for shareholders of record March 13; ex-div March 13. See OVV Dividend Scorecard, Yield Chart, & Dividend Growth. More on Ovintiv Ovintiv: 2 (Big) Steps Remain Ovintiv: Another Good Play In The Permian Basin, Adding Promising M&A Deals Ovintiv reports Q4 results; introduces FY26 o...
Ovintiv ( OVV ) declares $0.30/share quarterly dividend , in line with previous. Forward yield 2.36% Payable March 31; for shareholders of record March 13; ex-div March 13. See OVV Dividend Scorecard, Yield Chart, & Dividend Growth. More on Ovintiv Ovintiv: 2 (Big) Steps Remain Ovintiv: Another Good Play In The Permian Basin, Adding Promising M&A Deals Ovintiv reports Q4 results; introduces FY26 outlook Ovintiv to sell Anadarko oil and gas assets in $3B deal Seeking Alpha’s Quant Rating on Ovintiv
The European Union will on April 15 unveil a proposal to ban the remaining imports of Russian oil, just three days after elections in Hungary, one of the last nations still reliant on the supplies, according to a document seen by Bloomberg. The so-called RePowerEU proposal to phase out the last Russian barrels flowing into the EU comes after the bloc agreed a similar prohibition last year on gas b...
The European Union will on April 15 unveil a proposal to ban the remaining imports of Russian oil, just three days after elections in Hungary, one of the last nations still reliant on the supplies, according to a document seen by Bloomberg. The so-called RePowerEU proposal to phase out the last Russian barrels flowing into the EU comes after the bloc agreed a similar prohibition last year on gas by 2027. The measure obliged member states to prepare plans to diversify their oil supplies, but stopped short of a ban. Until last year, the EU got just 3% of its oil imports from Russia, which go to two main countries — Hungary and Slovakia — though supplies have been curtailed due to damage on the key Druzhba pipeline that runs through Ukraine. Hungary and Slovakia have staunchly opposed any ban and Hungarian Prime Minister Viktor Orban has said he would block a 20th package of sanctions against Russia until oil starts flowing again through the Druzhba pipeline. The design of the new ban isn’t yet clear, but the previous gas prohibition was designed in a way so as not to need unanimity among EU member states. The commission has previously said the phase out would take place no later than the end of 2027. Read More: EU Finalizes Deal to Phase Out Russian Gas Imports by 2027 EU agendas are provisional and subject to change. A spokesperson for the European Commission didn’t immediately respond to a request for comment. The Druzhba pipeline system, which moves Russian crude to landlocked Hungary and Slovakia, was damaged in a Russian attack on Jan. 27, leading to halt in shipments. To overcome supply issues, Hungarian refiner Mol ordered seaborne crude to Croatia and is drawing from strategic reserves in Hungary and Slovakia.
For investors who want a single ticker to represent the entire investable world, the iShares MSCI ACWI ETF (NASDAQ:ACWI) is one of the most direct answers available. The promise is straightforward: one fund, global coverage, no active management. Whether that holds up depends heavily on what you actually need from it. What ACWI Is Designed ... The Global ETF Smashing The S&P 500 (SPY) Right Now St...
For investors who want a single ticker to represent the entire investable world, the iShares MSCI ACWI ETF (NASDAQ:ACWI) is one of the most direct answers available. The promise is straightforward: one fund, global coverage, no active management. Whether that holds up depends heavily on what you actually need from it. What ACWI Is Designed ... The Global ETF Smashing The S&P 500 (SPY) Right Now Still Has a Surprising U.S. Problem
Savannah Guthrie on NBC's "Today" Citi Concert Series at Rockefeller Plaza on May 30, 2025 in New York City. Ndz/star Max | Gc Images | Getty Images Savannah Guthrie in an emotional Instagram post on Tuesday morning said that her family was offering a reward of up to $1 million for "any information" that would lead to the recovery of her missing mother, Nancy Guthrie , who vanished from her Arizon...
Savannah Guthrie on NBC's "Today" Citi Concert Series at Rockefeller Plaza on May 30, 2025 in New York City. Ndz/star Max | Gc Images | Getty Images Savannah Guthrie in an emotional Instagram post on Tuesday morning said that her family was offering a reward of up to $1 million for "any information" that would lead to the recovery of her missing mother, Nancy Guthrie , who vanished from her Arizona home after last being seen there on Jan. 31. "Help us bring our beloved mother home," said Savannah Guthrie, an anchor of NBC's "Today Show." "Please be the light in the dark," she said. Guthrie acknowledged that her 84-year-old mother may not be alive given the time that has passed, her age, and her medical issues. "She may already be gone," Guthrie said. Yellow roses are seen as security forces and authorities are continuing their work at Nancy Guthrie's residence on February 12, 2026 in Tucson, Arizona, United States. Daniel Joe Main | Anadolu | Getty Images "It is day 24 since our mom was taken in the dark of night from her bed," Guthrie said. "And we are begging you to come forward now." "Please be the light in the dark." This is breaking news. Please refresh for updates.
ADEIA ( ADEA ) declares $0.05/share quarterly dividend , in line with previous. Forward yield 1.08% Payable March 30; for shareholders of record March 16; ex-div March 16. See ADEA Dividend Scorecard, Yield Chart, & Dividend Growth. More on ADEIA Adeia Inc. 2025 Q4 - Results - Earnings Call Presentation Adeia Inc. (ADEA) Q4 2025 Earnings Call Transcript Adeia After Disney: Better Visibility, Same ...
ADEIA ( ADEA ) declares $0.05/share quarterly dividend , in line with previous. Forward yield 1.08% Payable March 30; for shareholders of record March 16; ex-div March 16. See ADEA Dividend Scorecard, Yield Chart, & Dividend Growth. More on ADEIA Adeia Inc. 2025 Q4 - Results - Earnings Call Presentation Adeia Inc. (ADEA) Q4 2025 Earnings Call Transcript Adeia After Disney: Better Visibility, Same Risk Profile Adeia outlines 2026 revenue guidance of $395M–$435M while Pay-TV share projected to fall to 35–40% Adeia shares rally on IP agreement with Disney, raised FY25 revenue outlook