Disc Medicine press release ( IRON ): FY GAAP EPS of -$6.01. Cash Position: Cash, cash equivalents, and marketable securities were $791.2 million as of December 31, 2025, compared to $489.9 million as of December 31, 2024. The increase was largely due to net proceeds of $454.4 million from underwritten offerings in January and October 2025, partially offset by cash utilized in operating activities...
Disc Medicine press release ( IRON ): FY GAAP EPS of -$6.01. Cash Position: Cash, cash equivalents, and marketable securities were $791.2 million as of December 31, 2025, compared to $489.9 million as of December 31, 2024. The increase was largely due to net proceeds of $454.4 million from underwritten offerings in January and October 2025, partially offset by cash utilized in operating activities. More on Disc Medicine Disc Medicine: Downgrading As CRL Puts APOLLO Study Into Question Disc Medicine, Inc. (IRON) Discusses FDA Complete Response Letter and Path Forward for Bitopertin Regulatory Approval Transcript Disc Medicine After The CRL: Risk Now Rests On APOLLO Disc Medicine plunges on FDA Complete Response Letter for bitopertin Disc Medicine and Sanofi reportedly face delays for FDA national priority review vouchers
Sundry Photography Shares of Zoom Communications ( ZM ) tumbled about 13% on Thursday after mixed fiscal fourth quarter results, while analysts pointed to a softer EPS outlook. Evercore kept its Outperform rating and $115 price target on Zoom's stock. "ZM delivered yet another solid quarter , marked by consistent operational execution, and impressive momentum across their newer product offerings (...
Sundry Photography Shares of Zoom Communications ( ZM ) tumbled about 13% on Thursday after mixed fiscal fourth quarter results, while analysts pointed to a softer EPS outlook. Evercore kept its Outperform rating and $115 price target on Zoom's stock. "ZM delivered yet another solid quarter , marked by consistent operational execution, and impressive momentum across their newer product offerings (Workvivo, Contact Center, Phone & AI Companion). Results exceeded expectations across the board," said analysts led by Peter Levine. The analysts noted that initial fiscal 2027 revenue guidance came in ahead of expectations at +4.1% year-over-year (versus 3.6% consensus), which, assuming a consistent guidance philosophy, that Zoom's management emphasized, could ultimately shape up closer to about 5.5%. The analysts added that the fiscal year 2027 revenue guidance includes about 40 basis points, or bps, headwind tied to the churn of a single large competitor that had been white-labeling Zoom's product, but an opportunity for the company to capture those customers. White-labeling Zoom involves using Zoom's Meeting SDK to embed Zoom’s core video and audio technology in one's own application, allowing one to create a customized and branded experience. "When thinking through AI monetization, Workvivo, Contact center, Phone, a growing partner ecosystem, and a potential NRR inflection in FY27, there are several levers for a reacceleration narrative with durable FCF expansion," said Levine and his team. Wells Fargo maintained its Equal Weight rating with a $90 price target. "4Q results were largely in-line, though with a more conservative FY27 FCF [free cash flow] guide. We remain encouraged by steady trends and early signs of AI uplift, but await further signals of growth inflection and more meaningful monetization of AI products," said analysts led by Ryan MacWilliams. The analysts noted that Zoom saw solid traction in Enterprise, with the fourth quarter growth falling in line wi...
Investing.com - Over the last month or so, markets have been gripped by a grim narrative: the “SaaSpocalypse.” As agentic AI surged, investors fled traditional software names like Salesforce, ServiceNow, SAP, Cadence, Synopsys, and even legacy giants like IBM, on fears AI agents would replace the need for software altogether. In a wide-ranging interview with CNBC’s Rebecca Quick, Nvidia (NASDAQ:NV...
Investing.com - Over the last month or so, markets have been gripped by a grim narrative: the “SaaSpocalypse.” As agentic AI surged, investors fled traditional software names like Salesforce, ServiceNow, SAP, Cadence, Synopsys, and even legacy giants like IBM, on fears AI agents would replace the need for software altogether. In a wide-ranging interview with CNBC’s Rebecca Quick, Nvidia (NASDAQ:NVDA) CEO Jensen Huang called that thesis not just premature, but fundamentally wrong. His core argume
Intel (NasdaqGS:INTC) has entered a multi year partnership with AI chip startup SambaNova focused on data center accelerators. The deal includes significant funding from Intel and technical integration between SambaNova’s new SN50 AI chips and Intel’s server processors and networking hardware. The companies plan joint sales and marketing efforts aimed at offering an AI inference platform positione...
Intel (NasdaqGS:INTC) has entered a multi year partnership with AI chip startup SambaNova focused on data center accelerators. The deal includes significant funding from Intel and technical integration between SambaNova’s new SN50 AI chips and Intel’s server processors and networking hardware. The companies plan joint sales and marketing efforts aimed at offering an AI inference platform positioned as an alternative to Nvidia and Broadcom solutions. For investors watching Intel at a share...
Mexican antitrust authorities blocked Visa’s proposed acquisition of payments processor Prosa, halting a planned expansion in that market. Visa agreed to acquire Argentina based payments firms Prisma and Newpay, aiming to deepen its presence and product reach in the country. Visa is set to support Apple’s upcoming Apple Pay launch in India, positioning its network for broader usage in a large paym...
Mexican antitrust authorities blocked Visa’s proposed acquisition of payments processor Prosa, halting a planned expansion in that market. Visa agreed to acquire Argentina based payments firms Prisma and Newpay, aiming to deepen its presence and product reach in the country. Visa is set to support Apple’s upcoming Apple Pay launch in India, positioning its network for broader usage in a large payments market. Visa (NYSE: V) is moving through a mixed set of developments, with one large Latin...
andriano_cz/iStock via Getty Images Donaldson Co. ( DCI ) shares dropped 17% during regular trading Thursday morning after the filtration products maker reported quarterly results that missed Wall Street expectations and trimmed its full-year earnings outlook. The company posted record fiscal second-quarter sales of $896.3 million, up 3.0% from a year earlier. However, the figure came in below the...
andriano_cz/iStock via Getty Images Donaldson Co. ( DCI ) shares dropped 17% during regular trading Thursday morning after the filtration products maker reported quarterly results that missed Wall Street expectations and trimmed its full-year earnings outlook. The company posted record fiscal second-quarter sales of $896.3 million, up 3.0% from a year earlier. However, the figure came in below the consensus estimate of $899 million. Adjusted earnings were $0.83 a share, also below analyst estimates of $0.89 a share. Donaldson ( DCI ) reported net earnings of $92.5 million, or $0.78 a share, compared with $95.9 million, or $0.79 a share, in the prior-year period. Net income fell to $92.5 million, or $0.78 a share, from $95.9 million, or $0.79 a share. “This quarter, the Donaldson team delivered record sales, strengthened the foundation to meet strong customer demand in key, high-margin businesses and made further progress on our footprint optimization initiatives, despite near-term challenges,” Tod Carpenter, chairman, president and chief executive officer said in the earnings announcement. Segment trends mixed Donaldson ( DCI ) said sales growth was supported by pricing and favorable foreign currency translation, partially offset by lower volumes. Within the Mobile Solutions segment, sales rose 1.6%. Off-Road revenue increased 7.8% as end markets improved. On-Road sales declined 9.2% due to lower global truck production. Aftermarket sales edged up 1.1%. Industrial Solutions sales climbed 2.4%. Industrial Filtration Solutions grew 7.2% on strength in Power Generation equipment. Aerospace and Defense revenue fell 19.4% due to sales timing. Life Sciences sales advanced 16.2% driven by demand in Food and Beverage and Disk Drive markets. Gross margin declined to 33.5% from 35.2% a year ago. Adjusted gross margin was 33.7%. Operating margin was 13.2% compared with 14.4% last year, while adjusted operating margin was 14.0%. Interest expense rose to $7.7 million from $5.9 m...
In this article EBAY Follow your favorite stocks CREATE FREE ACCOUNT eBay's headquarters in San Jose, California, U.S. Bloomberg | Getty Images EBay said Thursday it is cutting about 800 roles, or 6% of its workforce, in the latest round of layoffs at the e-commerce company. "We are taking steps to reinvest across our business and align our structure with our strategic priorities, which will affec...
In this article EBAY Follow your favorite stocks CREATE FREE ACCOUNT eBay's headquarters in San Jose, California, U.S. Bloomberg | Getty Images EBay said Thursday it is cutting about 800 roles, or 6% of its workforce, in the latest round of layoffs at the e-commerce company. "We are taking steps to reinvest across our business and align our structure with our strategic priorities, which will affect certain roles across our workforce," an eBay spokesperson said in a statement. "We are grateful for the contributions of the employees impacted and are committed to supporting them with care and respect." EBay said the job cuts are spread across the company, and that decisions were made based on operating-model needs, areas of duplication and alignment to future priorities. The company had 12,300 employees worldwide as of Dec. 31, 2025, according to its latest annual filing . Earlier this week, eBay reached a settlement with a Massachusetts couple who were victims of a harassment campaign waged by several former employees. David and Ina Steiner sued eBay in federal court in 2021 after they were stalked and harassed by employees who were angered by coverage on their blog, EcommerceBytes . Two former eBay executives were given prison time in 2022 over the scheme. Terms of the settlement weren't disclosed. Read more CNBC tech news First look at Nvidia's new AI system Vera Rubin is 10 times more efficient than its predecessor Samsung's S26 gives an advance look at what the Google-powered Apple Siri could do Thrive Capital invested about $1 billion in OpenAI at a $285 billion valuation, source says Head of Amazon's AGI lab is leaving the company EBay has continued to trim its headcount in recent years, while at the same time spending more on artificial intelligence. The company has implemented AI tools internally, and looked to infuse the technology across its buyer and seller experiences. It's also partnered with OpenAI on its agentic web browser. The investments come as eBay...
Looking at the universe of stocks we cover at Dividend Channel, on 3/2/26, Ball Corp (Symbol: BALL), Element Solutions Inc (Symbol: ESI), and Advanced Drainage Systems Inc (Symbol: WMS) will all trade ex-dividend for their respective upcoming dividends. Ball Corp will pay its qu
Looking at the universe of stocks we cover at Dividend Channel, on 3/2/26, Ball Corp (Symbol: BALL), Element Solutions Inc (Symbol: ESI), and Advanced Drainage Systems Inc (Symbol: WMS) will all trade ex-dividend for their respective upcoming dividends. Ball Corp will pay its qu
Looking at the universe of stocks we cover at Dividend Channel, on 3/2/26, SS&C Technologies Holdings Inc (Symbol: SSNC), Moody's Corp. (Symbol: MCO), and GATX Corp (Symbol: GATX) will all trade ex-dividend for their respective upcoming dividends. SS&C Technologies Holdi
Looking at the universe of stocks we cover at Dividend Channel, on 3/2/26, SS&C Technologies Holdings Inc (Symbol: SSNC), Moody's Corp. (Symbol: MCO), and GATX Corp (Symbol: GATX) will all trade ex-dividend for their respective upcoming dividends. SS&C Technologies Holdi
Edgewise Therapeutics press release ( EWTX ): Q4 GAAP EPS of -$0.47. Cash, cash equivalents and marketable securities were approximately $530.1 million as of December 31, 2025. More on Edgewise Therapeutics Edgewise Therapeutics, Inc. (EWTX) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Edgewise Therapeutics, Inc. (EWTX) Presents at 44th Annual J.P. Morgan Healthcare Confer...
Edgewise Therapeutics press release ( EWTX ): Q4 GAAP EPS of -$0.47. Cash, cash equivalents and marketable securities were approximately $530.1 million as of December 31, 2025. More on Edgewise Therapeutics Edgewise Therapeutics, Inc. (EWTX) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Edgewise Therapeutics, Inc. (EWTX) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Edgewise: Maintaining Buy On Part D EDG-7500 Data And Next Q2 2026 Catalyst Edgewise rises on mid-stage trial data for heart disease therapy Seeking Alpha’s Quant Rating on Edgewise Therapeutics
Lumen Technologies President and CEO Kate Johnson talks about the opportunities AI is proving and a deal to expand Anthropic's fiber network in the US. She speaks on Bloomberg Surveillance. (Source: Bloomberg)
Lumen Technologies President and CEO Kate Johnson talks about the opportunities AI is proving and a deal to expand Anthropic's fiber network in the US. She speaks on Bloomberg Surveillance. (Source: Bloomberg)