According to a Securities and Exchange Commission (SEC) filing dated May 7, 2026, the Board of Trustees of The Leland Stanford Junior University disclosed a complete exit from HeartFlow (NASDAQ:HTFL) , selling 312,234 shares. The estimated value of this transaction was $8.48 million, calculated using the average closing price from January 1 to March 31, 2026. The quarter-end value of the position ...
According to a Securities and Exchange Commission (SEC) filing dated May 7, 2026, the Board of Trustees of The Leland Stanford Junior University disclosed a complete exit from HeartFlow (NASDAQ:HTFL) , selling 312,234 shares. The estimated value of this transaction was $8.48 million, calculated using the average closing price from January 1 to March 31, 2026. The quarter-end value of the position declined by $9.10 million, incorporating both trading activity and market movement. HeartFlow, Inc. operates at the intersection of healthcare and technology, offering advanced solutions for cardiovascular diagnostics. The company leverages artificial intelligence and computational modeling to deliver precise, non-invasive assessments of coronary artery disease. Continue reading
Developers bankrolled by two of the world’s biggest asset managers set their sights on building a massive data-center hub in Northern Virginia. A fight over newspaper advertising threw their plans into disarray. Compass Datacenters , backed by investment giant Brookfield Asset Management , has abandoned plans for an 800-plus acre campus in Virginia’s Prince William County. The pivot followed strid...
Developers bankrolled by two of the world’s biggest asset managers set their sights on building a massive data-center hub in Northern Virginia. A fight over newspaper advertising threw their plans into disarray. Compass Datacenters , backed by investment giant Brookfield Asset Management , has abandoned plans for an 800-plus acre campus in Virginia’s Prince William County. The pivot followed strident opposition from local groups, culminating in recent court rulings voiding zoning approvals granted in 2023. Blackstone Inc. ’s QTS filed an appeal to salvage a similarly sized development on adjacent parcels. The combined projects would have created a tech corridor roughly twice the size of New York’s Central Park. One point of contention: Whether a key zoning meeting giving the developers approval to build was properly advertised. The first two public notices for the meeting were published in the Washington Post three days apart, not the minimum of six that laws required, courts have found. The fight has created a rift among residents, cost county taxpayers $1.7 million and set back the developers behind the “Digital Gateway” plan. The saga, one chapter in data-center operators’ uphill battle to grab a bigger piece of the artificial intelligence boom, is a reminder that all the private equity cash in the world can’t buy the hearts and minds of towns and cities. Historic Battlefield The Digital Gateway was an ambitious plan for a 2,100-acre corridor that would house as many as 37 data-center buildings. The idea took shape when groups of property owners, their land criss-crossed by cherished high-voltage lines, struck deals with QTS and Compass Datacenters. But the site, located near a Civil War battlefield, encroaches on Virginia’s “ rural crescent ” — an area protected from development. It galvanized preservationists and nearby residents worried about the impact on home values. In late 2023, county planners recommended denying QTS and Compass’s requests to convert an a...
Over the last couple of months, some growth investors have rotated away from SaaS stocks over fears that agentic AI toolkits from OpenAI and Anthropic could render traditional software platforms obsolete. With shares down over 38% on the year, ServiceNow (NYSE: NOW) has been one of the largest casualties of the so-called SaaSpocalypse. In my view, the AI obsolescence narrative is overblown. Howeve...
Over the last couple of months, some growth investors have rotated away from SaaS stocks over fears that agentic AI toolkits from OpenAI and Anthropic could render traditional software platforms obsolete. With shares down over 38% on the year, ServiceNow (NYSE: NOW) has been one of the largest casualties of the so-called SaaSpocalypse. In my view, the AI obsolescence narrative is overblown. However, ServiceNow's revenue growth and gross margins reveal deeper, longer-standing issues. What looks like modest deterioration is masking a small but persistent drag that raises real questions about whether ServiceNow still qualifies as a high-growth SaaS machine. Image source: The Motley Fool. Continue reading
Why do governments use consultants and why has that weakened businesses and economies? University College London Professor Mariana Mazzucato joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast to discuss why governments' use of consultants often leads to inefficiencies and civic failures. (Source: Bloomberg)
Why do governments use consultants and why has that weakened businesses and economies? University College London Professor Mariana Mazzucato joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast to discuss why governments' use of consultants often leads to inefficiencies and civic failures. (Source: Bloomberg)
Soybeans are up 2 to 4 cents in the front months on Friday. Futures bounced off the early session lows on Thursday, with contract closing fractionally to 2 ½ cents lower. Open interest suggested a rotation of ownership, up just 165 contracts. There were 100 deliveries issued for May beans...
Soybeans are up 2 to 4 cents in the front months on Friday. Futures bounced off the early session lows on Thursday, with contract closing fractionally to 2 ½ cents lower. Open interest suggested a rotation of ownership, up just 165 contracts. There were 100 deliveries issued for May beans...
Corn price action is down 2 cents in the front months so far on Friday morning. Futures posted some strength off early lows on Thursday, as contracts were steady to a penny lower in most front months. A few deferreds closed fractionally higher. Open interest showed continued long liquidation, down...
Corn price action is down 2 cents in the front months so far on Friday morning. Futures posted some strength off early lows on Thursday, as contracts were steady to a penny lower in most front months. A few deferreds closed fractionally higher. Open interest showed continued long liquidation, down...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.62%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.22%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.32%. June E-mini S&P futures (ESM26 ) are up +0.61%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.62%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.22%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.32%. June E-mini S&P futures (ESM26 ) are up +0.61%, and June E-mini Nasdaq futures...
US employment rose more than expected in April, while the unemployment rate remained steady, government data showed, with the world’s largest economy firming recent labour market gains but analysts warning of underlying weakness. “Total nonfarm payroll employment edged up by 115,000 in April, and the unemployment rate was unchanged at 4.3 per cent,” the US Bureau of Labour Statistics (BLS) said. T...
US employment rose more than expected in April, while the unemployment rate remained steady, government data showed, with the world’s largest economy firming recent labour market gains but analysts warning of underlying weakness. “Total nonfarm payroll employment edged up by 115,000 in April, and the unemployment rate was unchanged at 4.3 per cent,” the US Bureau of Labour Statistics (BLS) said. The gains mainly came in the healthcare, transport and warehousing and retail trade sectors. US job...
Keira Alexandra Kronvold’s daughter Zammi was forcibly removed from her when she was two hours old A Greenlandic woman whose newborn baby was forcibly removed by Danish authorities as a result of controversial parenting competency tests has won a landmark case in the high court ruling that their actions were illegal. Keira Alexandra Kronvold’s daughter Zammi was taken away from her when she was tw...
Keira Alexandra Kronvold’s daughter Zammi was forcibly removed from her when she was two hours old A Greenlandic woman whose newborn baby was forcibly removed by Danish authorities as a result of controversial parenting competency tests has won a landmark case in the high court ruling that their actions were illegal. Keira Alexandra Kronvold’s daughter Zammi was taken away from her when she was two hours old and placed in foster care in November 2024 after Kronvold was subjected to so-called FKU (parental competence) psychometric tests. At the time she was told that the test was to see if she was “civilised enough”. Continue reading...
EvilWata/iStock via Getty Images Molina Healthcare ( MOH ) projected on Friday that its adjusted earnings per share could reach as much as $30 by 2029, surpassing analysts’ expectations and up from at least $5.00 per share this year. Ahead of its Investor Day Conference on Friday, the company set its adjusted EPS guidance for 2029 at $20 - $30 per share, with the midpoint of the estimate at $25 ex...
EvilWata/iStock via Getty Images Molina Healthcare ( MOH ) projected on Friday that its adjusted earnings per share could reach as much as $30 by 2029, surpassing analysts’ expectations and up from at least $5.00 per share this year. Ahead of its Investor Day Conference on Friday, the company set its adjusted EPS guidance for 2029 at $20 - $30 per share, with the midpoint of the estimate at $25 exceeding the $17.77 projected by analysts. The EPS guidance assumed several medical care ratios, which ranged from 92% to 91% and signaled a nearly 100 bps drop from its 2026 target. As for the topline, Molina ( MOH ) projected $64B of premium revenue for 2029, which also surpassed the $51.1B total revenue projected by analysts. However, the company’s shares fell ~7% in morning trading as the event got underway at 9:30 am ET. More on Molina Healthcare Molina: Q1 Beat Proves The Cost Story, Now Comes Hard Decision For The Management Molina Healthcare, Inc. (MOH) Q1 2026 Earnings Call Transcript Molina Healthcare: A Cyclical Long-Term Buying Opportunity Molina wins double upgrade at BofA on Medicaid tailwinds Molina signals 2026 premium revenue of ~$42B and at least $5 EPS while lifting Medicaid attrition outlook to 6%
According to a Securities and Exchange Commission (SEC) filing dated May 7, 2026, WCM Investment Management, LLC reduced its holding in MercadoLibre (NASDAQ:MELI) by 487,291 shares in the first quarter. The estimated value of the shares sold was $940 million, based on the average closing price during the filing quarter. At quarter-end, the remaining stake was 270 shares valued at $437,184. The net...
According to a Securities and Exchange Commission (SEC) filing dated May 7, 2026, WCM Investment Management, LLC reduced its holding in MercadoLibre (NASDAQ:MELI) by 487,291 shares in the first quarter. The estimated value of the shares sold was $940 million, based on the average closing price during the filing quarter. At quarter-end, the remaining stake was 270 shares valued at $437,184. The net position value declined by $984.87 million over the period, reflecting both trading activity and stock price movement. MercadoLibre is a leading e-commerce and fintech platform in Latin America, leveraging a diversified digital ecosystem to drive growth at scale. The company integrates marketplace, payments, logistics, and financial solutions, enabling seamless transactions for millions of users. Continue reading
In early trading on Friday, shares of Cisco Systems topped the list of the day's best performing Dow Jones Industrial Average components, trading up 1.9%. Year to date, Cisco Systems registers a 22.0% gain. And the worst performing Dow component thus far on the day is Salesfor
In early trading on Friday, shares of Cisco Systems topped the list of the day's best performing Dow Jones Industrial Average components, trading up 1.9%. Year to date, Cisco Systems registers a 22.0% gain. And the worst performing Dow component thus far on the day is Salesfor
MattGush/iStock Editorial via Getty Images Alphabet ( GOOG ) ( GOOGL ) broke out on strong earnings, with its market approaching $4.7 trillion. In just a few short weeks since our pre-earnings recommendation , the company has outperformed the market by more than 10%. Despite that, Alphabet's blockbuster earnings indicate an ability to continue strong returns going forward. Alphabet Earnings Highli...
MattGush/iStock Editorial via Getty Images Alphabet ( GOOG ) ( GOOGL ) broke out on strong earnings, with its market approaching $4.7 trillion. In just a few short weeks since our pre-earnings recommendation , the company has outperformed the market by more than 10%. Despite that, Alphabet's blockbuster earnings indicate an ability to continue strong returns going forward. Alphabet Earnings Highlights Despite original fears around the impact of artificial intelligence on Alphabet's business, the company has consistently outperformed in every segment. Alphabet Investor Presentation Alphabet grew search and other revenue by a staggering 19% YoY. It was supported by 63% YoY cloud revenue growth with a $460+ billion backlog, and Gemini has remained a competitive "big 3" AI model along with Claude and GPT. Token usage has increased 60% QoQ, and Gemini Enterprise has seen paid MAUs increase 40% QoQ. Alphabet has ~350 million paid subscriptions at this point, a staggering number. The company's already base positioning as ubiquitous combined with a leading model means it's quickly becoming a customer's 1st choice. At the same time, for the first time, Alphabet has broken out Waymo, a $100+ billion business decimating Tesla ( TSLA ) in volume with 500K+ autonomous rides/week. Alphabet Financial Performance Financially, Alphabet has continued to do incredibly well, outperforming despite a massive capital buildout. Alphabet Investor Presentation Alphabet grew its revenue 22% YoY to almost $110 billion, or almost $440 billion on an annualized basis. Cost and expenses, the core expenses, only grew 14% YoY, enabling increased margins for the company. We'll ignore the other income column, which includes equity value increases, and look at income from operations, which increased by 30% to almost $40 billion. Alphabet is trading at a P/E of almost 29x, an incredibly strong P/E for a company that's growing income from operations at 30% annualized. Just 4 years of that growth rate put...
MattGush/iStock Editorial via Getty Images Alphabet ( GOOG ) ( GOOGL ) broke out on strong earnings, with its market approaching $4.7 trillion. In just a few short weeks since our pre-earnings recommendation , the company has outperformed the market by more than 10%. Despite that, Alphabet's blockbuster earnings indicate an ability to continue strong returns going forward. Alphabet Earnings Highli...
MattGush/iStock Editorial via Getty Images Alphabet ( GOOG ) ( GOOGL ) broke out on strong earnings, with its market approaching $4.7 trillion. In just a few short weeks since our pre-earnings recommendation , the company has outperformed the market by more than 10%. Despite that, Alphabet's blockbuster earnings indicate an ability to continue strong returns going forward. Alphabet Earnings Highlights Despite original fears around the impact of artificial intelligence on Alphabet's business, the company has consistently outperformed in every segment. Alphabet Investor Presentation Alphabet grew search and other revenue by a staggering 19% YoY. It was supported by 63% YoY cloud revenue growth with a $460+ billion backlog, and Gemini has remained a competitive "big 3" AI model along with Claude and GPT. Token usage has increased 60% QoQ, and Gemini Enterprise has seen paid MAUs increase 40% QoQ. Alphabet has ~350 million paid subscriptions at this point, a staggering number. The company's already base positioning as ubiquitous combined with a leading model means it's quickly becoming a customer's 1st choice. At the same time, for the first time, Alphabet has broken out Waymo, a $100+ billion business decimating Tesla ( TSLA ) in volume with 500K+ autonomous rides/week. Alphabet Financial Performance Financially, Alphabet has continued to do incredibly well, outperforming despite a massive capital buildout. Alphabet Investor Presentation Alphabet grew its revenue 22% YoY to almost $110 billion, or almost $440 billion on an annualized basis. Cost and expenses, the core expenses, only grew 14% YoY, enabling increased margins for the company. We'll ignore the other income column, which includes equity value increases, and look at income from operations, which increased by 30% to almost $40 billion. Alphabet is trading at a P/E of almost 29x, an incredibly strong P/E for a company that's growing income from operations at 30% annualized. Just 4 years of that growth rate put...