Waldemarus The European Medicines Agency's Committee for Medicinal Products for Human Use is recommending approval of Sanofi ( SNY ) and Regeneron Pharmaceuticals' ( REGN ) Dupixent (dupilumab) to treat chronic spontaneous urticaria in children two to 11 years old. The indication is for children who fail on histamine-1 antihistamines ("H1AH") and who are naïve to anti-immunoglobulin E ("IgE") ther...
Waldemarus The European Medicines Agency's Committee for Medicinal Products for Human Use is recommending approval of Sanofi ( SNY ) and Regeneron Pharmaceuticals' ( REGN ) Dupixent (dupilumab) to treat chronic spontaneous urticaria in children two to 11 years old. The indication is for children who fail on histamine-1 antihistamines ("H1AH") and who are naïve to anti-immunoglobulin E ("IgE") therapies. The recommendation was supported by data from the phase 3 LIBERTY-CUPID program. Dupixent is already approved for chronic spontaneous urticaria in individuals 12 years and older. More on Sanofi, Regeneron Pharmaceuticals Why Dupixent Keeps Regeneron A Top Big Pharma Pick Sanofi: CEO Leaves With Project Rejuvenation Unfinished, But Stock Undervalued Regeneron: Expect Double-Digit Growth In 2026 Regeneron, Sanofi win Dupixent label expansion for allergic fungal rhinosinusitis Regeneron granted FDA priority review for rare bone disorder therapy
In this article DELL Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 1:14 01:14 Cramer's Mad Dash: Dell Technologies Squawk on the Street Dell shares soared 19% on Friday after the company beat fourth-quarter estimates and issued strong guidance, as a historic memory shortage puts pressure on prices in the sector. Dell reported adjusted earnings of $3.89 per share, exceeding the $3...
In this article DELL Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 1:14 01:14 Cramer's Mad Dash: Dell Technologies Squawk on the Street Dell shares soared 19% on Friday after the company beat fourth-quarter estimates and issued strong guidance, as a historic memory shortage puts pressure on prices in the sector. Dell reported adjusted earnings of $3.89 per share, exceeding the $3.53 per share expected by analysts surveyed by LSEG. The company reported $33.38 billion in revenue for the quarter, topping a forecast of $31.73 billion. The company estimates fiscal 2027 revenue will come in between $138 billion and $142 billion, blowing away the $124.7 billion expected by Factset. Dell expects revenue for its AI servers to hit $50 billion in 2027, over double the year prior. Stock Chart Icon Stock chart icon Dell one-day stock chart. Read more CNBC tech news EBay laying off about 800 roles, or 6% of its workforce Google launches Nano Banana 2, updating its viral AI image generator Nvidia still hasn't sold its U.S.-approved China AI chips Nvidia's Jensen Huang says markets 'got it wrong' on AI threat to software companies
Aduldej/iStock Editorial via Getty Images Foreword While most of this collection of Dow Industrials is too pricey and reveals only skinny dividends, March (again) finds only Verizon ( VZ ), living up to the dogcatcher ideal of annual dividends from $1K invested exceeding single share price and it is also ‘safer’ because it has more-than-enough free-cash-flow to support its dividends. In late Febru...
Aduldej/iStock Editorial via Getty Images Foreword While most of this collection of Dow Industrials is too pricey and reveals only skinny dividends, March (again) finds only Verizon ( VZ ), living up to the dogcatcher ideal of annual dividends from $1K invested exceeding single share price and it is also ‘safer’ because it has more-than-enough free-cash-flow to support its dividends. In late February, 2024 Dow Jones replaced the low priced high yield dividend payer Walgreens, with Amazon, a high-priced non-dividend payer. More recently, in November, 2024, Intel was replaced by Nvidia and Dow Inc was supplanted by Sherwin Williams. With renewed downside market pressure up to 74.3% all ten of the top ‘safer’ March Dow dividend dogs could become elite fair-priced buys with annual yield (from $1K invested) meeting or exceeding their single share prices. [See a summary of top ten fair-priced Dow Dogs in A ctionable Conclusion 21 near the mid-point of this article.] Actionable Conclusions (1-10): Brokers Expect 7.86% To 59.61% Net Gains From Top-Ten Dow Dogs By March 2027 Three of ten top dividend-yielding Dow dogs (tinted gray in the chart below) were among the top ten price gainers for the coming year based on analyst 1-year target prices. So, this March, 2027 yield-based forecast for Dow dogs, as graded by Wall St. wizard estimates, was 30% accurate. Estimated dividend-returns from $1,000.00 invested in each of the ten highest-yielding Dow stocks and their aggregate one-year analyst median target prices, as reported by YCharts, created the 2026-27 data points for the projections below. (Note: one-year target-prices estimated by lone analysts were not applied.) Ten probable profit-generating trades projected to March, 2027 were: Source: YCharts.com Salesforce ( CRM ) was projected to net $596.07, based on dividends, plus the median of target price estimates from 57 analysts, less broker fees. The Beta number showed this estimate subject to risk/volatility 27% over the m...
$730 billion That's how much OpenAI was valued at before its latest investment round. The ChatGPT developer secured commitments totaling $110 billion: $50 billion from Amazon and $30 billion each from SoftBank and Nvidia.
$730 billion That's how much OpenAI was valued at before its latest investment round. The ChatGPT developer secured commitments totaling $110 billion: $50 billion from Amazon and $30 billion each from SoftBank and Nvidia.
NASA is shaking up its Artemis mission to the moon, cancelling a huge Boeing upgrade and moving up an Artemis III launch. This is NASA Administrator Jared Isaacman speaking to reporters. (Source: Bloomberg)
NASA is shaking up its Artemis mission to the moon, cancelling a huge Boeing upgrade and moving up an Artemis III launch. This is NASA Administrator Jared Isaacman speaking to reporters. (Source: Bloomberg)
Private credit manager Invico Capital Corp. has crafted a plan for one of its funds to deal with redemption requests from large investors, as firms face elevated withdrawal pressure across the broader market. The Calgary-based firm, which oversees roughly C$4 billion ($2.9 billion) of assets in Canada and the US, said it reached out to investors who had asked to pull money from its Invico Diversif...
Private credit manager Invico Capital Corp. has crafted a plan for one of its funds to deal with redemption requests from large investors, as firms face elevated withdrawal pressure across the broader market. The Calgary-based firm, which oversees roughly C$4 billion ($2.9 billion) of assets in Canada and the US, said it reached out to investors who had asked to pull money from its Invico Diversified Income Fund. It then adopted what it calls a “structured liquidity management plan” this month, which it says allows for withdrawals while protecting the fund’s value for remaining investors. Invico “reached out to certain larger investors that have submitted redemption requests to understand their liquidity needs,” the company said in an emailed statement. Its plan “balances generating ongoing liquidity for redemptions with preserving the net asset value and yield of the fund, consistent with the fund’s governing documents and investor expectations.” The move reflects the fine line that money managers are walking in the $1.8 trillion private credit market as lending practices are coming under scrutiny. The industry’s pitch has long been that it provides higher returns by trading off easy access to cash. But many funds have maintained the option for quarterly redemptions — and investors are increasingly taking them up on the offer. Some Invico investors were asked to speak with the firm before filing formal notices, and were cautioned that a surge in withdrawals could lead to a gating of the fund, according to people familiar with the matter, who asked not to be identified because the discussions are private. Gating, a mechanism to restrict investors from withdrawing funds during a set period, has become more common across private credit and real estate strategies as higher interest rates and tighter liquidity strain portfolios. Read more: Canadians Furious After Real Estate Funds Lock Up $22 Billion The tone of Invico’s calls was framed as liquidity management rather t...
Luis Alvarez/DigitalVision via Getty Images Executive Summary Since then, I last covered Global Industrial Company ( GIC ) in May 2025 . I found that despite its recent missteps, the stock was still trading at a discount. The misstep I am referring to was the acquisition of Indoff in May 2023, which was dilutive in terms of operating margins and shifted the company's focus away from expanding its ...
Luis Alvarez/DigitalVision via Getty Images Executive Summary Since then, I last covered Global Industrial Company ( GIC ) in May 2025 . I found that despite its recent missteps, the stock was still trading at a discount. The misstep I am referring to was the acquisition of Indoff in May 2023, which was dilutive in terms of operating margins and shifted the company's focus away from expanding its lucrative Private Label portfolio. Since then, GIC has continued to grow its topline better than expected, and more significantly, has expanded its gross margins. While the SD&A increase has been a drag, the YOY improvement in operating margins is a pleasant surprise. While the share price has gained 21% since, I still find GIC to be decently undervalued, both on an intrinsic basis and relative to its peers. For the stock to realize its potential, the management needs to continue this momentum on the top line, keep up the expanded gross margin profile, and successfully navigate the ever-changing tariff situation. If it can successfully accomplish this, the stock still has a good runway ahead of it - getting back to, and hopefully surpassing this time, its all-time high of around $45 . Investment Thesis Global Industrial has cultivated a broad customer base over its 75-year history, ranging from small and medium-sized businesses to large enterprises like Walmart and Home Depot. Furthermore, the company has expanded its reach into the B2C segment through digital marketing efforts and continues to broaden its product portfolio and target customer segments, with recent inroads into public sector enterprises. Now, with a new CEO in place, it is re-targeting the larger strategic enterprise and governmental accounts—which tend to be more relationship-based, with higher average order size, and result in repeat customer orders. Being able to grow revenues at 4.8% in 2025 despite a 1% shrink in Q1 and in a year plagued with tariff vagaries is quite an achievement. The company seems t...
Hungarian artist and teacher whose avant-garde works ranged from painting and photography to performance Talking to the Art Newspaper in 2019, Dóra Maurer made a surprising claim. Her work, she told the interviewer , benefited “from a lack of market”. It seemed an odd thing to say. The Hungarian artist, who has died aged 88, was about to have her second show at White Cube in London. If an exhibiti...
Hungarian artist and teacher whose avant-garde works ranged from painting and photography to performance Talking to the Art Newspaper in 2019, Dóra Maurer made a surprising claim. Her work, she told the interviewer , benefited “from a lack of market”. It seemed an odd thing to say. The Hungarian artist, who has died aged 88, was about to have her second show at White Cube in London. If an exhibition at Jay Jopling’s fabled gallery was the stuff of dreams – its stable includes such multimillion-pound giants as Anselm Kiefer and Damien Hirst – this was not, however, reflected in Maurer’s own prices. One of her paintings had been auctioned at Sotheby’s three years earlier for £8,000 – a bargain basement figure for a major contemporary artist. Continue reading...
Shares of Block ( XYZ ) surged sharply on Friday following the company’s latest earnings release, with investors responding positively to a sweeping restructuring plan centered on automation and efficiency. The fintech firm announced it will reduce its workforce by more than 40%, citing advances in intelligent automation and internal productivity initiatives that management believes will enable a ...
Shares of Block ( XYZ ) surged sharply on Friday following the company’s latest earnings release, with investors responding positively to a sweeping restructuring plan centered on automation and efficiency. The fintech firm announced it will reduce its workforce by more than 40%, citing advances in intelligent automation and internal productivity initiatives that management believes will enable a leaner, more scalable operating model. The market reaction was swift. Block climbed as much as 20% and now trades around $64.70 per share. The rally propelled the stock above both its 50-day and 100-day moving averages — key technical thresholds it had not closed above since January 27 and January 7, respectively. Momentum indicators reflect the speed of the move as well. The relative strength index has risen to 63.51, approaching overbought territory but not yet exceeding it. Notably, the stock’s RSI stood at 34.91 earlier this week, near levels typically associated with oversold conditions, underscoring the rapid shift in sentiment. Despite Friday’s advance, Block remains down 2.6% year to date and off 20.8% over the past six months, highlighting the significance of the latest rebound within a broader period of volatility. Furthermore, see which ETFs have the most exposure to XYZ’s recent rally. More on markets Dividend Roundup: Home Depot, UnitedHealth, Cigna, Nvidia, and more ETF impact: Block’s 40% workforce cut fuels 20% rally and these funds are taking notice US10Y slips below 4% for the first time in three months as investors purchase bonds Dividend strength meets energy sector surge: Top 10 performers to watch Value or Growth? These 15 stocks are offering both
Anthropic PBC got a vote of support from Silicon Valley workers for its increasingly contentious public-relations battle with the Pentagon over how the military can use artificial intelligence. Two coalitions of workers – including employees of Amazon.com Inc., Google, Microsoft Corp. and OpenAI – are asking their companies to join Anthropic in refusing to comply with Defense Department demands fo...
Anthropic PBC got a vote of support from Silicon Valley workers for its increasingly contentious public-relations battle with the Pentagon over how the military can use artificial intelligence. Two coalitions of workers – including employees of Amazon.com Inc., Google, Microsoft Corp. and OpenAI – are asking their companies to join Anthropic in refusing to comply with Defense Department demands for unrestricted use of AI products. “We are writing to urge our own companies to also refuse to comply should they or the frontier labs they invest in enter into further contracts with the Pentagon,” a coalition of labor unions and other groups representing workers at Alphabet Inc., Amazon and Microsoft said in a letter posted early Friday. The letters, and similar support for Anthropic from tech executives on social media, show how a tussle between one AI company and the Pentagon could mushroom into an industry-wide battle over how best to deploy the powerful technology safely. Anthropic and the US military have been in talks over what exactly the armed forces can do with its tools. The richly valued startup, which has pitched itself as a cautious and responsible AI developer, insists that its products, including the Claude chatbot, not be used for surveillance of US citizens or to carry out lethal strikes without human involvement. Defense officials have demanded the right to use Claude without restriction, threatening to invoke the Defense Production Act to compel Anthropic to make its products available and label the company a supply-chain risk, a move that would preclude Anthropic from doing deals with military suppliers. Anthropic Chief Executive Officer Dario Amodei said in a statement Thursday that the company could not comply with the Defense Department request, though it continues to negotiate with the Pentagon. In response, a senior defense official took to social media to accuse Anthropic of putting US safety at risk. In the open letter posted Friday, workers wit...
Jensen Huang's $78 billion April guidance number and Marc Benioff's AI monetisation roadmap have given tech bulls their first clean arguments against the doomsday narrative that has hammered software stocks all year It has been a rough start to 2026 for tech investors. A creeping fear that AI...
Jensen Huang's $78 billion April guidance number and Marc Benioff's AI monetisation roadmap have given tech bulls their first clean arguments against the doomsday narrative that has hammered software stocks all year It has been a rough start to 2026 for tech investors. A creeping fear that AI...
GOOGL's AI-fueled Search surge, diversified revenues, and massive 2026 investment plans give it a clear edge over META in the booming digital ad market.
GOOGL's AI-fueled Search surge, diversified revenues, and massive 2026 investment plans give it a clear edge over META in the booming digital ad market.
Oselote/iStock via Getty Images I'm still a bull on Bentley Systems, Incorporated ( BSY ). The company's prospects are bright, considering the read-throughs from its 4Q results and the new full-year guidance. My earlier October 21, 2024 write-up highlighted its external growth developments and cash-backed profits. Quarterly EPS Surpassed Expectations BSY released its latest financials on Feb. 26 m...
Oselote/iStock via Getty Images I'm still a bull on Bentley Systems, Incorporated ( BSY ). The company's prospects are bright, considering the read-throughs from its 4Q results and the new full-year guidance. My earlier October 21, 2024 write-up highlighted its external growth developments and cash-backed profits. Quarterly EPS Surpassed Expectations BSY released its latest financials on Feb. 26 morning. The firm's Oct-Dec'25 bottom-line was 28.6% higher year-on-year at $0.27/share. That's 4% ahead of the sell-side's $0.26 projection. This also represented a substantial improvement from its 3Q2025 and 4Q2024 growth of +12.5% and +5.0%, respectively. I've identified multiple factors contributing to BSY's strong showing. I noted in the October 2024 piece, "a high and growing proportion of recurring subscriptions means that BSY's future revenue is getting more predictable." This income stream rose 13.0% to $0.36B in 4Q25 on YoY terms. It represented a +3% beat versus consensus, according to S&P Capital IQ. The "Enterprise 365/E365" Plan 10-K Filing That's because the group's enterprise-focused solution continues to be well-received. E365's share of its total subscription-related revenues expanded by 300bps to 45% last year. My take is that BSY also made good progress in penetrating the "Small and Mid-sized Business/SMB" segment. The analyst briefing commentary indicated that it achieved 3ppts of "ARR growth from new logos" mainly from "the SMB segment" in Q4. "ARR" refers to "Annualized Recurring Revenues." In the past four years, the company had maintained a floor of several hundred SMB customer wins per quarter. Separately, BSY's differentiated "Route-to-Market/RTM" strategy has translated into positive fixed-cost leverage. 4Q2025 EBIT-to-sales widened +1.1ppts to 28.6% on a normalized basis adjusted for share-based payments. It disclosed in the 10-K that "direct sales channels" accounted for "94% of our 2025 total revenues." It's reasonable for me to assume that exp...