Heavily Shorted Hertz Soars On Uber Robotaxi Deal Heavily shorted shares of rental-car company Hertz are soaring in premarket trading after the company announced a partnership with Uber Technologies to scale both autonomous robotaxi and driver-led rideshare operations. Hertz’s Oro Mobility unit will be used as a fleet-management system for Uber’s next-generation mobility network of autonomous robo...
Heavily Shorted Hertz Soars On Uber Robotaxi Deal Heavily shorted shares of rental-car company Hertz are soaring in premarket trading after the company announced a partnership with Uber Technologies to scale both autonomous robotaxi and driver-led rideshare operations. Hertz’s Oro Mobility unit will be used as a fleet-management system for Uber’s next-generation mobility network of autonomous robotaxis. This means Oro will support the critical operating layer: charging, maintenance, repairs, cleaning, depot staffing, and vehicle logistics. "Through its partnerships with Uber, Oro will deliver scalable operational and maintenance services across both autonomous and driver-led operations in key U.S. markets, reflecting the breadth of the companies' collaboration across multiple mobility models," Hertz wrote in a press release . Oro will support Uber’s autonomous robotaxi program using Lucid vehicles equipped with Nuro AV technology. The new service is expected to launch in the San Francisco Bay Area later this year, with possible expansion next year. What the Hertz-Uber partnership entails: Autonomous Robotaxi Fleet Management Oro will support Uber's autonomous robotaxi program of Lucid vehicles equipped with Nuro AV technology, providing day-to-day vehicle asset management, including charging, maintenance, repairs, cleaning, and depot staffing. Services are expected to launch in the San Francisco Bay Area later this year, as Hertz and Uber explore expansion opportunities in 2027. Driver-Led Fleet Management Oro has also partnered with Uber to offer strategic fleet services on the Uber platform, utilizing a fleet of high-quality, well‑maintained vehicles operated by Oro‑employed drivers. The model better enables Uber to meet increasing rider demand with a seamless customer experience, while demonstrating Hertz's ability to deliver turnkey fleet solutions at scale. Following a successful pilot in Atlanta last year, Oro is now also active on the Uber platform in Los Ang...
XTEND CEO Aviv Shapira explains the AI operating system behind autonomous drones, its Lockheed Martin partnership, and a planned $1.5B NASDAQ debut under XTND.
XTEND CEO Aviv Shapira explains the AI operating system behind autonomous drones, its Lockheed Martin partnership, and a planned $1.5B NASDAQ debut under XTND.
AIXTRON SE press release ( AIXXF ): Q1 GAAP EPS of - €0.19. Revenue of €59.4M. Orderintakeinthefirstthreemonthsof 2026 amounted to EUR 171.4 million, surpassing the previous year's level by 30% (Q1/2025:EUR132.2million). As of March 31, 2026, equipment order backlog stood at EUR 359.1million,upfromEUR307.9millioninQ1/2025 andupfromEUR257.8millionatthe endof2025. Cash flow from operating activities...
AIXTRON SE press release ( AIXXF ): Q1 GAAP EPS of - €0.19. Revenue of €59.4M. Orderintakeinthefirstthreemonthsof 2026 amounted to EUR 171.4 million, surpassing the previous year's level by 30% (Q1/2025:EUR132.2million). As of March 31, 2026, equipment order backlog stood at EUR 359.1million,upfromEUR307.9millioninQ1/2025 andupfromEUR257.8millionatthe endof2025. Cash flow from operating activities amounted to EUR 53.6 million in the first three monthsof2026,comparedtoEUR35.1millioninQ1/2025(Q4/2025:EUR79.9million). As of March 31, 2026, AIXTRON reported cash and cash equivalents, including other currentfinancialassets,ofEUR272.7million(December31,2025:EUR224.6million). AIXTRON confirms its updated full-year guidance for the fiscal year 2026 published on April 14, 2026. The outlook is supported by a healthy optoelectronics pipeline and the expectedstartofmajorsystemshipments fromQ2/2026onwards.TheExecutiveBoard expectsrevenues ofEUR560millioninarangeof±EUR30million (previous:EUR520 millioninarangeof±EUR30million),agrossmarginofaround42% (previous:41%to 42%)andanEBITmarginof17%to20%(previous:16%to19%)forthefiscalyear2026. Forthesecondquarterof2026,theExecutiveBoardexpectsrevenuesofEUR110million inarangeof± EUR10million. More on AIXTRON SE Aixtron: The Easy Money Has Been Made AIXTRON SE 2025 Q4 - Results - Earnings Call Presentation AIXTRON SE (AIIXY) Q4 2025 Earnings Call Transcript AIXTRON SE GAAP EPS of Є0.76, revenue of Є187.1M; introduces Q1 and FY26 outlook Seeking Alpha’s Quant Rating on AIXTRON SE
JHVEPhoto Marsh McLennan Agency, a unit of Marsh & McLennan ( MRSH ), announced on Thursday that it will acquire TriBridge Partners, a Maryland-based benefits and wealth advisory firm. The deal value was not disclosed, but TriBridge brings strong expertise in health benefits, retirement, wealth, and personal insurance, helping the firm expand services in the DC–Baltimore region. All TriBridge empl...
JHVEPhoto Marsh McLennan Agency, a unit of Marsh & McLennan ( MRSH ), announced on Thursday that it will acquire TriBridge Partners, a Maryland-based benefits and wealth advisory firm. The deal value was not disclosed, but TriBridge brings strong expertise in health benefits, retirement, wealth, and personal insurance, helping the firm expand services in the DC–Baltimore region. All TriBridge employees, including its founders and senior leaders, will join MRSH and continue working from their Columbia, Maryland office. The acquisition is expected to be completed by Q2 2026. Source: Press Release More on Marsh & McLennan Marsh & McLennan Companies, Inc. 2026 Q1 - Results - Earnings Call Presentation Marsh & McLennan Companies, Inc. (MRSH) Q1 2026 Earnings Call Transcript Marsh & McLennan: The Valuation May Finally Be Here Marsh expects 2026 underlying revenue growth similar to 2025 while targeting $400M Thrive savings Marsh stock advances after Q1 double beat amid dynamic environment
Getty Images Meta Platforms ( META ) was the notable laggard among the AI four horsemen to report quarterly results on Wednesday evening, April 29. Shares fell 9% by the following morning, with investors spooked by a very ambitious capex plan laid out be CEO Mark Zuckerberg and his team. Of course, the stock had been on a heater, up 27% in just a handful of weeks. Since my March analysis , shares ...
Getty Images Meta Platforms ( META ) was the notable laggard among the AI four horsemen to report quarterly results on Wednesday evening, April 29. Shares fell 9% by the following morning, with investors spooked by a very ambitious capex plan laid out be CEO Mark Zuckerberg and his team. Of course, the stock had been on a heater, up 27% in just a handful of weeks. Since my March analysis , shares have ascended to near my fair value target. Today, I reiterate a buy rating. META trades at $610 in the pre-market on April’s final day, and following the bottom-line beat last night, I raise my price target. I’ll also offer a fresh look at META’s technicals. META Lagged the Mag 7 Coming Into the Q1 Print Stockcharts.com S&P 500 Performance Heat Map Post-Earnings: META -9% Finviz In April, META reported a solid set of quarterly results. Q1 GAAP EPS of $10.44 soared past the Wall Street consensus forecast of $$6.66 (though there is a caveat, which I will detail later), while revenue of $56.3 billion, up 33% from the same period a year earlier, was a material $760 million beat. The company hiked its 2026 capex outlook, and guidance left something to be desired. What’s more, META’s R&D expense rose 46% over the January through March period. Shares plunged 9% by the following morning, and if that holds to close, it would be the worst post-earnings slide since October last year. The options market had priced in a 7.3% earnings-related stock price swing based on the at-the-money straddle expiring this week, and the implied volatility reading should retreat from the 45% level. Short interest on the $1.6 trillion market cap Communication Services sector stock is low at 1.2%. Looking back at the quarter that was, the top-line beat was impressive, but revenue actually fell shy of the all-time high notched in the previous quarter. Still, the YoY net sales gain was large, with net income reaching $26.8 billion , boosted by a one-time $8.0 billion tax benefit related to the U.S. Corpora...
Getty Images Meta Platforms ( META ) was the notable laggard among the AI four horsemen to report quarterly results on Wednesday evening, April 29. Shares fell 9% by the following morning, with investors spooked by a very ambitious capex plan laid out be CEO Mark Zuckerberg and his team. Of course, the stock had been on a heater, up 27% in just a handful of weeks. Since my March analysis , shares ...
Getty Images Meta Platforms ( META ) was the notable laggard among the AI four horsemen to report quarterly results on Wednesday evening, April 29. Shares fell 9% by the following morning, with investors spooked by a very ambitious capex plan laid out be CEO Mark Zuckerberg and his team. Of course, the stock had been on a heater, up 27% in just a handful of weeks. Since my March analysis , shares have ascended to near my fair value target. Today, I reiterate a buy rating. META trades at $610 in the pre-market on April’s final day, and following the bottom-line beat last night, I raise my price target. I’ll also offer a fresh look at META’s technicals. META Lagged the Mag 7 Coming Into the Q1 Print Stockcharts.com S&P 500 Performance Heat Map Post-Earnings: META -9% Finviz In April, META reported a solid set of quarterly results. Q1 GAAP EPS of $10.44 soared past the Wall Street consensus forecast of $$6.66 (though there is a caveat, which I will detail later), while revenue of $56.3 billion, up 33% from the same period a year earlier, was a material $760 million beat. The company hiked its 2026 capex outlook, and guidance left something to be desired. What’s more, META’s R&D expense rose 46% over the January through March period. Shares plunged 9% by the following morning, and if that holds to close, it would be the worst post-earnings slide since October last year. The options market had priced in a 7.3% earnings-related stock price swing based on the at-the-money straddle expiring this week, and the implied volatility reading should retreat from the 45% level. Short interest on the $1.6 trillion market cap Communication Services sector stock is low at 1.2%. Looking back at the quarter that was, the top-line beat was impressive, but revenue actually fell shy of the all-time high notched in the previous quarter. Still, the YoY net sales gain was large, with net income reaching $26.8 billion , boosted by a one-time $8.0 billion tax benefit related to the U.S. Corpora...
Ernexa Therapeutics ( ERNA ) will implement a 1-for-25 reverse stock split effective May 4, 2026, with trading adjusted the same day. The move aims to regain compliance with Nasdaq Capital Market’s $1 minimum bid price requirement. Every 25 existing shares will be consolidated into 1 share, reducing outstanding shares from ~29.15M to ~1.17M. ERNA shares down 25% premarket. More on Eterna Therapeut...
Ernexa Therapeutics ( ERNA ) will implement a 1-for-25 reverse stock split effective May 4, 2026, with trading adjusted the same day. The move aims to regain compliance with Nasdaq Capital Market’s $1 minimum bid price requirement. Every 25 existing shares will be consolidated into 1 share, reducing outstanding shares from ~29.15M to ~1.17M. ERNA shares down 25% premarket. More on Eterna Therapeutics Financial information for Eterna Therapeutics
The first leg of the semi-finals produced a nine-goal thriller and a tense evening in Madrid. Next week’s matches are set to be a treat Football’s role as a leading hot-take commodity was taken to the nth degree after Tuesday’s nine-goal slugfest between Paris Saint-Germain and Bayern Munich in Paris. Best game ever? What happened to the lost art of defending? Proof that France and Germany’s domin...
The first leg of the semi-finals produced a nine-goal thriller and a tense evening in Madrid. Next week’s matches are set to be a treat Football’s role as a leading hot-take commodity was taken to the nth degree after Tuesday’s nine-goal slugfest between Paris Saint-Germain and Bayern Munich in Paris. Best game ever? What happened to the lost art of defending? Proof that France and Germany’s dominant clubs enjoy the luxury of not being challenged in their domestic leagues so they can keep their powder dry for the latter stages of the Champions League? Proof that the best attackers in Europe are sequestered at PSG and Bayern Munich? All of the above may well be true. The debate will continue until next Wednesday’s second leg in Munich. Those who said it was the competition’s best ever semi-final – it had the most goals of any 90-minute match in the Champions League last-four – forgot previous contenders. “The best match I have ever coached,” said Luis Enrique . The PSG coach omitted to mention La Remontada of 2017, when his Barcelona team won 6-1 at the Camp Nou to complete the greatest comeback of all. And how about last season’s 7-6 semi-final double-header when Inter edged Barça? Only when the second leg delivers the same excitement can accusations of recency bias be dismissed. Continue reading...
Rafmaster/iStock via Getty Images By Peter Vanden Houte, Chief Economist, Belgium, Luxembourg, Eurozone Eurozone headline inflation hits 3% The HICP flash estimate shows headline inflation rising to 3% in April from 2.6% in March. Not surprisingly, higher energy prices were the main culprit, increasing 10.9% year-on-year, from 5.1% in March. But deflationary pressures in goods prices now also seem...
Rafmaster/iStock via Getty Images By Peter Vanden Houte, Chief Economist, Belgium, Luxembourg, Eurozone Eurozone headline inflation hits 3% The HICP flash estimate shows headline inflation rising to 3% in April from 2.6% in March. Not surprisingly, higher energy prices were the main culprit, increasing 10.9% year-on-year, from 5.1% in March. But deflationary pressures in goods prices now also seem to be slowly petering out, with a 0.8% rise, up from 0.5% last month. The much-screened services prices, which have a higher domestic content, rose 3%, a deceleration from the 3.2% in March. However, the timing of the Easter holidays has probably distorted this figure. All of this results in underlying inflation of 2.2% (2.3% in March). As energy prices are likely to remain elevated in the coming months, after declining throughout 2025, the contribution of energy prices to headline inflation should further increase. On top of that, food prices could see an upward push later this year on the back of fertiliser shortages (unprocessed food prices already rose 4.7% year-on-year, and this trend could, with some delay, translate into higher processed food price inflation). And we certainly cannot exclude some second-round effects from the energy shock, as selling price expectations have shot up in all sectors. In that regard, inflation is likely to creep higher towards the 4% level. First quarter growth disappoints Meanwhile, economic growth slowed down to 0.1% in 1Q, from 0.2% in 4Q 2025. While the German GDP expansion surprised to the upside, the stagnation in France disappointed. On top of that, there was the usual distortion from the “freak” growth figure in Ireland, this time subtracting nearly 0.1pp from eurozone GDP growth. That said, the 1Q growth figure is not particularly informative, as it was barely affected by the energy and supply shock caused by the war in the Middle East. The sentiment indicators (PMI and the economic sentiment indicators from the European Commis...
xleviathanx/iStock via Getty Images The Direxion Daily MU Bull 2X ETF ( MUU ) is a leveraged exchange-traded fund designed to provide traders with exposure to 200% of the daily performance of Micron ( MU ) shares. MUU can be an appealing performance-enhancing strategy as the markets gyrate with uncertainty regarding the AI growth theme, particularly following the recent article stating that OpenAI...
xleviathanx/iStock via Getty Images The Direxion Daily MU Bull 2X ETF ( MUU ) is a leveraged exchange-traded fund designed to provide traders with exposure to 200% of the daily performance of Micron ( MU ) shares. MUU can be an appealing performance-enhancing strategy as the markets gyrate with uncertainty regarding the AI growth theme, particularly following the recent article stating that OpenAI ( OPENAI ) missed both revenue and customer acquisition targets. While I don’t believe OpenAI’s shortfall will impact the broader market, the negative news has sent the market into decline given how much of the economy is underpinned by AI adoption growth. While I do not believe the headlines will materially change the long-term story, the market may become more reactionary in the short-term, creating opportunities for traders to capitalize on volatility, leading me to provide MUU with a Buy rating; traders may utilize the 2x inverse strategy ( MUD ) to capture downside risk. Given the intricacies of leveraged strategies, MUU and MUD should only be considered for daily exposure, as a long-term position in these funds may compound performance and exhibit significant NAV decay. Investment Theme MUU can be an appealing trading strategy for those seeking to amplify their exposure to MU shares. Since I last covered the ticker, Micron shares have expanded by over 100%, driven by a tight memory chip market and the transition to high-bandwidth memory across its fabs. With HBM chips embedded in Nvidia ( NVDA ) GPUs, demand will naturally expand as hyperscalers, neoclouds, sovereigns, and enterprises invest in data center capacity for AI development. Long-term, I believe Micron’s growth cycle will be extended throughout multiple years given the significant amount of data center capacity expected to come online. Global data center capacity is expected to double to 200GW in capacity from 2025 through 2030, with the Americas accounting for 50% of global capacity. McKinsey & Co . estima...
(RTTNews) - While reporting financial results for the first quarter on Thursday, gas and electric utility DTE Energy Co. (DTE) confirmed its operating earnings guidance for the full-year 2026 in the range of $7.59 to $7.73 per share.
(RTTNews) - While reporting financial results for the first quarter on Thursday, gas and electric utility DTE Energy Co. (DTE) confirmed its operating earnings guidance for the full-year 2026 in the range of $7.59 to $7.73 per share.
More than half of “long-shot” bets on military action made on Polymarket are successful, according to a new report that suggests prediction markets could pose a bigger threat than previously recognised to the security of sensitive information. Analysis by the Anti-Corruption Data Collective, a non-profit research and advocacy group, found that long-shot bets—defined as wagers of $2,500 or more at ...
More than half of “long-shot” bets on military action made on Polymarket are successful, according to a new report that suggests prediction markets could pose a bigger threat than previously recognised to the security of sensitive information. Analysis by the Anti-Corruption Data Collective, a non-profit research and advocacy group, found that long-shot bets—defined as wagers of $2,500 or more at odds of 35 percent or less—on the platform had an average win rate of around 52 percent in markets on military and defence actions. That compares with a win rate of 25 percent across all politics-focused markets and just 14 percent for all markets on the platform as a whole. Read full article Comments
Ethereum could capture most of the value held in Bitcoin and gold and trade as high as $250,000, according to Wall Street-focused Ethereum builder Etherealize. Etherealize in a Tuesday X post said Ethereum is "productive money," citing criteria laid out...
Ethereum could capture most of the value held in Bitcoin and gold and trade as high as $250,000, according to Wall Street-focused Ethereum builder Etherealize. Etherealize in a Tuesday X post said Ethereum is "productive money," citing criteria laid out...
(RTTNews) - AVITA Medical, Inc. (RCEL), a therapeutic acute wound care company, Thursday announced that it has promoted Cary Vance to the role of Chief Executive Officer and President, effective immediately.
(RTTNews) - AVITA Medical, Inc. (RCEL), a therapeutic acute wound care company, Thursday announced that it has promoted Cary Vance to the role of Chief Executive Officer and President, effective immediately.
peterschreiber.media/iStock via Getty Images FTAI Infrastructure ( FIP ) up 13.9% and MARA Holdings ( MARA ) up 3.3% pre-market Thursday after FTAI said it agreed to sell Long Ridge Energy & Power to the bitcoin miner in a deal valued at ~$1.52B, including $785M in existing debt. The acquisition includes Long Ridge's 485 MW combined cycle gas power plant in Hannibal, Ohio, and more than 1,600 cont...
peterschreiber.media/iStock via Getty Images FTAI Infrastructure ( FIP ) up 13.9% and MARA Holdings ( MARA ) up 3.3% pre-market Thursday after FTAI said it agreed to sell Long Ridge Energy & Power to the bitcoin miner in a deal valued at ~$1.52B, including $785M in existing debt. The acquisition includes Long Ridge's 485 MW combined cycle gas power plant in Hannibal, Ohio, and more than 1,600 contiguous acres supporting an integrated digital infrastructure campus in one of the world's most active data center and power markets. FTAI Infrastructure ( FIP ) said the sale will immediately eliminate $1.16B of Long Ridge debt, and it expects to use the net proceeds to repay ~$300M of debt at the parent level. MARA ( MARA ) said the acquisition re presents ~$144M of annualized adjusted EBITDA, based on Long Ridge's H2 2025 performance, providing stable, cash-generative operations that support the development of the company's broader development objectives. Long Ridge "has all the key components for us, for the ideal data center campus," MARA ( MARA ) CEO Fred Thiel told Reuters in an interview . Thiel said the plant was highly efficient due to its relatively young age, with construction completed in 2021, and noted the land was already permitted for industrial use, reducing a major hurdle to data center development. More on MARA Holdings MARA Holdings: De-Risking The Balance Sheet For The AI Boom MARA Holdings: A Valuation Re-Rating Could Be Near MARA Holdings: Still Just A Bitcoin Treasury
Gearstd/iStock via Getty Images I previously rated Centene Corporation ( CNC ) as a Buy in February 2026, thanks to the management's excellent FY2026 guidance. In this article, I shall discuss why I am reiterating my Buy rating here, with their premium repricing already delivering promising early results. CNC Delivers Solid Portfolio Renewal Cadence CNC 1Y Stock Price (Trading View) Since my last ...
Gearstd/iStock via Getty Images I previously rated Centene Corporation ( CNC ) as a Buy in February 2026, thanks to the management's excellent FY2026 guidance. In this article, I shall discuss why I am reiterating my Buy rating here, with their premium repricing already delivering promising early results. CNC Delivers Solid Portfolio Renewal Cadence CNC 1Y Stock Price (Trading View) Since my last Buy rating, CNC has outperformed with a +29% stock price rally against the wider market at +3.2%, with a similar recovery also observed in its peers in varying degrees. 1. 2027 Medicare Advantage Tailwinds CNC's recent rally may be attributed to the finalized payment hike for 2027 Medicare Advantage plans at 2.48% YoY , against the original proposal at 0.09% YoY. While the management has highlighted how "the final rate remains below observed medical cost trend ," it goes without saying that the higher reimbursement rates are likely to deliver an improved margin outcome compared to the industry-wide margin compression observed in 2024 while contributing to the company "delivering breakeven financial results" in 2027. As a result, I can understand why the market has rewarded CNC along with its healthcare peers with the double digits stock price recoveries after the announcement. 2. Premium Re-pricing Worked As Intended CNC has also reported promising early results from the prior premium re-pricing and the consequent membership attrition to a more sustainable membership base. For example, the company reports a moderating total Medicaid membership base of 12.42M in FQ1'26 ( -0.7% QoQ / -4% YoY ) and a consequently lower Medicaid Health Benefits Ratio [HBR] of 93.1% (-0.1 points QoQ/-0.5 YoY/+5 from FY2021 levels of 88.1% , the year it was first broken out). With the management expecting further Medicaid membership attrition by -6% YoY by the end of 2026, I am of the opinion that CNC remains well positioned to deliver their multi-year margin recovery. This is especially since th...
Beyond analysts' top-and-bottom-line estimates for Advanced Micro (AMD), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2026.
Beyond analysts' top-and-bottom-line estimates for Advanced Micro (AMD), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2026.