"Neocloud" is one of those buzzy tech industry words that not every investor is aware of. That's a shame, because the technology -- cloud computing services that are focused chiefly on artificial intelligence (AI) -- has enormous potential, to say the least. And within the still-limited neocloud space, one enterprise that's helping to lead the march forward is CoreWeave (NASDAQ: CRWV) . Its rise h...
"Neocloud" is one of those buzzy tech industry words that not every investor is aware of. That's a shame, because the technology -- cloud computing services that are focused chiefly on artificial intelligence (AI) -- has enormous potential, to say the least. And within the still-limited neocloud space, one enterprise that's helping to lead the march forward is CoreWeave (NASDAQ: CRWV) . Its rise has been fast and impressive; here's a look at whether it still has room to run. Underneath all the sophisticated, whiz-bang technology that CoreWeave leverages, its business strategy is refreshingly straightforward. Continue reading
In the one year through Jan. 21, 2026, Eos Energy Enterprises (NASDAQ: EOSE) shares surged nearly 217%. After that massive run-up, investors seemed primed to lock in gains at the first sign of a plateau. Eos Energy stock lost all its energy today, plunging nearly 43% at its low in trading as of noon Thursday. Image source: Getty Images. Continue reading
In the one year through Jan. 21, 2026, Eos Energy Enterprises (NASDAQ: EOSE) shares surged nearly 217%. After that massive run-up, investors seemed primed to lock in gains at the first sign of a plateau. Eos Energy stock lost all its energy today, plunging nearly 43% at its low in trading as of noon Thursday. Image source: Getty Images. Continue reading
The nail-biting Gorton and Denton byelection has shown the cracks in first past the post. I still don’t think proportional representation is the answer You can’t always get what you want. And as Mick Jagger didn’t add, sometimes the best you can hope for is just to stop other people getting it. At the time of writing, I don’t yet know exactly how that process has panned out for the people of Gorto...
The nail-biting Gorton and Denton byelection has shown the cracks in first past the post. I still don’t think proportional representation is the answer You can’t always get what you want. And as Mick Jagger didn’t add, sometimes the best you can hope for is just to stop other people getting it. At the time of writing, I don’t yet know exactly how that process has panned out for the people of Gorton and Denton in the kind of byelection Labour should normally win at a canter but which instead became a three-way race with Reform UK and the Greens, and a broader metaphor for the collapse of old certainties. But for anyone chiefly motivated by keeping Reform’s Matt Goodwin out of Manchester, what’s clear is that the baffling process of trying to calculate your vote by second-guessing what everyone else is doing, while worrying that you might accidentally make things worse, did not necessarily feel like democracy at its finest. And unless something big changes, millions of us could be doing something similar at the next general election, in seats across the country where things have changed so much since 2024 that it’s no longer clear who is the “Stop Farage” candidate and who is the wasted vote. Which will lead some to wonder: is this really the best our electoral system can do? Gaby Hinsliff is a Guardian columnist Guardian Newsroom: Can Labour come back from the brink? On Monday 30 April, ahead of May elections, join Gaby Hinsliff, Zoe Williams, Polly Toynbee and Rafael Behr as they discuss how much of a threat Labour faces from the Green party and Reform – and whether Keir Starmer can survive as leader of the Labour party Book tickets here Do you have an opinion on the issues raised in this article? If you would like to submit a response of up to 300 words by email to be considered for publication in our letters section, please click here . Continue reading...
patpitchaya/iStock via Getty Images Written by Nick Ackerman, co-produced by Stanford Chemist Income investors are constantly on the lookout for the next opportunities to provide them with a steady cash flow. With monthly paying funds (and even some weekly paying ETFs these days), that isn't too difficult. However, there are a lot of choices that can be quite aggressive in terms of risk, either by...
patpitchaya/iStock via Getty Images Written by Nick Ackerman, co-produced by Stanford Chemist Income investors are constantly on the lookout for the next opportunities to provide them with a steady cash flow. With monthly paying funds (and even some weekly paying ETFs these days), that isn't too difficult. However, there are a lot of choices that can be quite aggressive in terms of risk, either by adding leverage or going into relatively riskier investments. With that, we want to highlight a couple of opportunities that provide monthly distributions to their investors. However, funds that are also relatively more conservative in their investment strategies have more defensive underlying exposure. #1 BlackRock Health Sciences Trust ( BME ) 1-Year Z-score: 3.03 Discount/Premium: -4.36% Distribution Yield: 7.50% Expense Ratio: 1.11% Leverage: N/A Managed Assets: $566 million Structure: Perpetual BlackRock had announced in late 2025 that several funds would be removing their options writing focus, no longer being call writing funds, and BME was one of those. With that, there has been a slight tweak in the wording of its investment objective. The fund's investment objective is now "to provide total return and income primarily through long-term capital appreciation." In an attempt to achieve that, they will "invest, under normal market conditions, at least 80% of its assets in equity securities of companies engaged in the health sciences and related industries and equity derivatives with exposure to the health sciences industry." BME has been a name we've liked for a long time, after the healthcare sector has been out of favor, and the fund has seen itself drop to a deep discount. Well, the healthcare space has been finding its footing and starting to rebound—as has BME's discount started to narrow. With that, it may not be the best deal that it was a year ago or even several months ago, but it still gets a 'Buy' rating from us. In the short term, it is looking relatively...
Earnings Call Insights: PROCEPT BioRobotics (PRCT) Q4 2025 Management View CEO Larry Wood provided an overview of organizational changes since his arrival, stating, "The next stage of PROCEPT's development requires shifting the operational focus towards increasing procedure volume, expanding margins and achieving profitability and gaining market share." Wood detailed a realignment of the commercia...
Earnings Call Insights: PROCEPT BioRobotics (PRCT) Q4 2025 Management View CEO Larry Wood provided an overview of organizational changes since his arrival, stating, "The next stage of PROCEPT's development requires shifting the operational focus towards increasing procedure volume, expanding margins and achieving profitability and gaining market share." Wood detailed a realignment of the commercial team into an integrated regional structure and the creation of a dedicated launch team, explaining, "The new structure creates a single point of accountability at the regional level to ensure clinical and commercial activities are coordinated around customer success and procedure growth." The CEO also emphasized the elimination of discounts on bulk handpiece purchases, describing this as foundational for the company's long-term success and noting, "We eliminated the historical practice of providing discounts on bulk purchases, particularly at the end of the quarter." CFO Kevin Waters reported, "Total revenue for the fourth quarter of 2025 was $76.4 million, representing 12% year-over-year growth." He highlighted U.S. procedure growth of approximately 69% year-over-year, a 5% sequential increase in average handpiece selling price to $3,340, and U.S. system revenue of $27.6 million. Waters further stated, "At the end of 2025, we had an installed base of 718 systems, representing a 42% increase compared to year-end 2024." Outlook Full year 2026 total revenue is now expected between $390 million and $410 million, with anticipated growth of 27% to 33%. Management expects international revenue for 2026 in the range of $50 million to $51 million. The company projects 2026 U.S. procedures between 60,000 and 64,000, or growth of 39% to 48%. "Our updated guidance incorporates both factors above in addition to the short-term disruption of our sales organization, as discussed by Larry," said the CFO. The company expects the average U.S. handpiece selling price to be $3,500 in 2026 an...
Earnings Call Insights: Essential Utilities (WTRG) Q4 2025 Management View Chairman and CEO Christopher Franklin highlighted the overwhelming shareholder support for the company's merger with American Water, stating, "nearly 95% of the shares voted were in favor of the transaction." Franklin emphasized the "record speed" of shareholder approval and noted that all seven required state filings were ...
Earnings Call Insights: Essential Utilities (WTRG) Q4 2025 Management View Chairman and CEO Christopher Franklin highlighted the overwhelming shareholder support for the company's merger with American Water, stating, "nearly 95% of the shares voted were in favor of the transaction." Franklin emphasized the "record speed" of shareholder approval and noted that all seven required state filings were completed by year-end 2025. He added, "we continue to believe that we will close the transaction in the first quarter of 2027." Franklin reported 2025 earnings per share of $2.20, which he described as "above our guidance range of $2.07 to $2.11." He also underscored the company's record $1.4 billion capital investment in regulated infrastructure for the year and three municipal acquisitions completed in 2025. Dividend growth was also addressed, with a 5.25% increase in the quarterly dividend in July, marking the 35th increase in 34 years and 80 consecutive years of paying dividends. The CEO noted operational achievements, including the continued execution of the $450 million PFAS capital plan and the installation of over 50 advanced treatment systems, as well as reaching the 100,000 Intelis meter milestone in the natural gas segment. Franklin emphasized that merger activities did not detract from operational goals, stating, "our work on the merger did not distract us from our core operational goals and obligations to our customers and that will most certainly continue through 2026." Executive VP & CFO Daniel Schuller reported, "revenues increased $388.5 million or 18.6% from about $2.1 billion a year ago to nearly $2.5 billion this year." Schuller also pointed out, "The $2.20 for 2025 represents significant growth over the $1.97 of non-GAAP income per share in 2024." Schuller discussed nonrecurring items, including favorable regulatory asset adjustments, insurance proceeds, and merger-related expenses. He stated, "even excluding these onetime items, both good and bad, we s...
Earnings Call Insights: MYR Group Inc. (MYRG) Q4 2025 Management View Richard Swartz, President and CEO, reported "strong financial performance in the fourth quarter and full year revenues of $3.7 billion." Swartz highlighted a "steady backlog of $2.8 billion at the end of 2025," driven by a "healthy bidding environment and the continued investment in infrastructure to meet the growing electrifica...
Earnings Call Insights: MYR Group Inc. (MYRG) Q4 2025 Management View Richard Swartz, President and CEO, reported "strong financial performance in the fourth quarter and full year revenues of $3.7 billion." Swartz highlighted a "steady backlog of $2.8 billion at the end of 2025," driven by a "healthy bidding environment and the continued investment in infrastructure to meet the growing electrification needs across the U.S. and Canada." Swartz emphasized ongoing "strong bidding activity across our business segments" and a strategy focused on "measured pursuit of new opportunities" while maintaining "an unwavering commitment to our customers through safe and reliable project execution." Kelly Huntington, Senior VP & CFO, stated, "For the year ended December 31, 2025, we reached record annual revenues of $3.7 billion. Full year net income of $118 million and EBITDA of $233 million." Huntington noted, "Fourth quarter 2025 revenues were $974 million, which represents an increase of $144 million or 17% compared to the same period last year." Brian Stern, Senior VP & COO of Transmission & Distribution, shared, "The T&D segment delivered steady fourth quarter and full year results, supported by a healthy mix of smaller to midsized jobs and ongoing master service agreements." Stern highlighted a new "7-year master service agreement in Kentucky for transmission line construction," and multiple new project awards across several states. Don Egan, Senior VP & COO of Commercial and Industrial, said, "Our C&I segment achieved solid results in the fourth quarter, thanks to the health of our core markets," and underscored recent wins in data centers, clean energy, manufacturing, and industrial projects. Outlook Swartz indicated, "We haven't changed from what we said last quarter on both from a revenue standpoint, we look at that 10-ish percent growth in both segments and as a company overall." Swartz stated, "We look at operating in those -- that mid part of that range. So good oppo...
Earnings Call Insights: Bristow Group Inc. (VTOL) Q4 2025 Management View Chris Bradshaw, President and CEO, opened the call by highlighting improvements in safety, stating "We experienced fewer lost workdays in 2025, the second consecutive year of improvement in this metric." He emphasized the company’s strong financial performance, with full year adjusted EBITDA of $246 million, in line with gui...
Earnings Call Insights: Bristow Group Inc. (VTOL) Q4 2025 Management View Chris Bradshaw, President and CEO, opened the call by highlighting improvements in safety, stating "We experienced fewer lost workdays in 2025, the second consecutive year of improvement in this metric." He emphasized the company’s strong financial performance, with full year adjusted EBITDA of $246 million, in line with guidance for 2025, and affirmed the 2026 financial guidance range of $295 million to $325 million for adjusted EBITDA, projecting approximately 25% year-over-year growth. Bradshaw indicated that Bristow expects adjusted operating income in its Government Services business to double in 2026 and noted the initiation of a cash dividend program, confirmed by the announcement of a $0.125 per share dividend payable on March 26, 2026. He described the recent $500 million refinancing of senior notes at a 6.75% coupon rate and extended maturity to 2033 as enhancing the company’s liquidity and balance sheet. CFO Jennifer Whalen stated, "Total revenues and adjusted EBITDA were $9 million and $7 million lower in Q4 compared to Q3, respectively. Primarily due to lower seasonal activity in our other services and Offshore Energy Services segment." She affirmed full year revenues in 2025 were $75 million higher than 2024, with adjusted EBITDA "approximately 4% higher than last year and in line with our previously published outlook." Outlook Management reaffirmed 2026 guidance ranges: total revenues of $1.6 billion to $1.7 billion and adjusted EBITDA of $295 million to $325 million. Bradshaw stated, "We expect adjusted operating income in our Government Services business to double in 2026," and Whalen added that OES revenues are guided between $1 billion and $1.1 billion for 2026, with adjusted operating income of $225 million to $235 million. Government Services revenues are forecasted between $440 million and $460 million, with adjusted operating income of $70 million to $80 million. The com...
BlackJack3D/E+ via Getty Images Introduction I am breaking down C3.ai, Inc. ( AI ), aka C3 stock, today, and it is not surprising to me that the company is underperforming after the string of negative catalysts we have witnessed over the last year. Between the transition in leadership and the consistent decline in clients, revenues, and margins, investors were able to recognize these red flags ove...
BlackJack3D/E+ via Getty Images Introduction I am breaking down C3.ai, Inc. ( AI ), aka C3 stock, today, and it is not surprising to me that the company is underperforming after the string of negative catalysts we have witnessed over the last year. Between the transition in leadership and the consistent decline in clients, revenues, and margins, investors were able to recognize these red flags over and over. The only potential positive thing at this stage is that the stock finally looks cheap after a long period of what I considered to be a rich valuation, but there is a very good reason for this reset. This is not a value opportunity by any means; it’s a shrinking and struggling business. Revenues are down to the levels we have not seen since 2022, and gross profit went down even harder, to the levels of 2020. Operating losses continue to increase, which means that the company is losing more money the more it tries to scale and grow. The reason for this is most likely the competition with other companies, which C3 is losing. Data by YCharts C3 was actually the first stock I analyzed on Seeking Alpha a little less than a year ago, and I have not updated my conclusion since then because of how to the point it was. I said in the title that the company was growing, but so were its problems, and it remained strikingly relevant throughout 2025. It is still relevant today, but of course, many news events have happened since. I have provided updates on my YouTube channel over the past year, and the core concerns have only gotten worse. I said that management changes are major red flags because, regardless of how talented a new CEO might be, restructuring and strategy changes take several quarters or even years to show some positive (hopefully) results. There is one more enormous red flag I noticed in August 2025, which was related to the previous CEO, Thomas Siebel, and I’ll discuss it in a moment. Red Flags I have to start with the competition, because it was one of the r...
In trading on Thursday, shares of Global-E Online Ltd (Symbol: GLBE) crossed above their 200 day moving average of $35.32, changing hands as high as $36.47 per share. Global-E Online Ltd shares are currently trading up about 1.6% on the day. The chart below shows the one year
In trading on Thursday, shares of Global-E Online Ltd (Symbol: GLBE) crossed above their 200 day moving average of $35.32, changing hands as high as $36.47 per share. Global-E Online Ltd shares are currently trading up about 1.6% on the day. The chart below shows the one year
skhoward/iStock Unreleased via Getty Images A bid by Kenvue ( KVUE ) to dismiss a lawsuit brought against it by Texas Attorney General Ken Paxton accusing the company of hiding the risk of autism and ADHD in children whose pregnant mothers took Tylenol was rejected by a judge Thursday. Panola Co. District Court Judge LeAnn Rafferty did not explain her decision in a brief order, Reuters reported . ...
skhoward/iStock Unreleased via Getty Images A bid by Kenvue ( KVUE ) to dismiss a lawsuit brought against it by Texas Attorney General Ken Paxton accusing the company of hiding the risk of autism and ADHD in children whose pregnant mothers took Tylenol was rejected by a judge Thursday. Panola Co. District Court Judge LeAnn Rafferty did not explain her decision in a brief order, Reuters reported . Paxton's case claims that Kenvue and Johnson & Johnson ( JNJ ) are in violation of the Texas Uniform Fraudulent Transfer Act "by fraudulently transferring liabilities arising from Tylenol to a separate company, Kenvue, in order to shield their assets against lawsuits arising from the harmful impact Tylenol had on children." A request for comment from Kenvue has yet to be returned to Seeking Alpha. Kenvue has set up a website addressing the claims. Tylenol was previously sold by Johnson & Johnson Consumer Health before it being spun-off with an IPO in 2023. More on Kenvue Kimberly-Clark: After The Kenvue Merger Vote, Ready To Rumble? Kimberly-Clark Just Proved Itself As Its Purchase Of Kenvue Nears (Upgrade) Kimberly-Clark And Kenvue Merger: Great Value Based On Combined Financials Quant check on Starboard Value's top Q4 holdings: QRVO, KVUE, AQN Kenvue Q4 2025 Earnings Preview
Amazon has long dominated the online space. But the company's success didn't happen overnight. A big strength of Amazon is that the company is not afraid to dip its toes into different waters. Just look at its origins compared to where the company is now. While Amazon started as a ...
Amazon has long dominated the online space. But the company's success didn't happen overnight. A big strength of Amazon is that the company is not afraid to dip its toes into different waters. Just look at its origins compared to where the company is now. While Amazon started as a ...