On February 17, 2026, Boxer Capital Management, LLC disclosed a buy of 135,000 shares of Celcuity (CELC +0.14%), an estimated $11.10 million trade based on quarterly average pricing. What Happened According to a February 17, 2026, SEC filing, Boxer Capital Management, LLC increased its stake in Celcuity by 135,000 shares during the fourth quarter of 2025. The estimated transaction value was $11.10...
On February 17, 2026, Boxer Capital Management, LLC disclosed a buy of 135,000 shares of Celcuity (CELC +0.14%), an estimated $11.10 million trade based on quarterly average pricing. What Happened According to a February 17, 2026, SEC filing, Boxer Capital Management, LLC increased its stake in Celcuity by 135,000 shares during the fourth quarter of 2025. The estimated transaction value was $11.10 million based on the average closing price for the period. As of December 31, 2025, the position’s reported value was $22.44 million, up $18.00 million from the prior quarter due to both trading activity and price changes. What Else to Know Boxer Capital added to its Celcuity position, which now represents 4.9% of the fund’s 13F reportable assets. Top holdings after the filing: NASDAQ:TNGX: $96.36 million (21.1% of AUM) NASDAQ:RVMD: $31.86 million (7.0% of AUM) NASDAQ:KOD: $31.76 million (7.0% of AUM) NASDAQ:KYMR: $25.61 million (5.6% of AUM) NASDAQ: CELC: $22.44 million (4.9% of AUM) As of February 17, 2026, Celcuity shares were priced at $107.32, up 741.1% over the past year, outperforming the S&P 500 by 721.3 percentage points. Company Overview Metric Value Price (as of market close February 17, 2026) $107.32 Market capitalization $4.97 billion Net income (TTM) ($162.72 million) One-year price change 741.1% Company Snapshot Celcuity develops molecularly targeted therapies for cancer, with key products including the CELsignia diagnostic platform and the investigational drug Gedatolisib for breast cancer treatment. The company operates a clinical-stage biotechnology business model, generating value through the development and potential commercialization of proprietary diagnostics and therapeutics, with future revenue expected from product approvals and partnerships. Primary customers are healthcare providers and oncologists treating patients with hormone receptor positive, HER2-negative, and advanced or metastatic breast cancer in the United States. Celcuity is a clinical...
Micron Technology Inc. stocks have been trading down by -3.34 percent amid faltering semiconductor demand and potential supply chain disruptions. Live Update At 09:18:45 EST: On Friday, March 06, 2026 Micron Technology Inc. stock [NASDAQ: MU] is trending down by -3.34%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below. Quick Financial Ove...
Micron Technology Inc. stocks have been trading down by -3.34 percent amid faltering semiconductor demand and potential supply chain disruptions. Live Update At 09:18:45 EST: On Friday, March 06, 2026 Micron Technology Inc. stock [NASDAQ: MU] is trending down by -3.34%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below. Quick Financial Overview: Micron Technology, recently entangled in the market’s volatility, finds itself navigating challenging waters. The semiconductor giant’s financial metrics paint an intriguing picture. The latest results highlight a robust earnings report with revenue climbing to $37.38 billion, propelled by a gross margin standing at 45.3%. However, with a PE ratio looming at 38.1, some investors may be skeptical about the stock’s current valuation, suggesting it could be on the higher side compared to historic norms. Assessing Micron’s financial strength reveals a favorable current ratio of 2.5, depicting a comfortable liquidity position to meet short-term liabilities. Yet, investors may pause at the high enterprise value of approximately $448.99 billion, reflecting the market’s hefty appraisal of the company. The firm’s EBIT margin of 33.1% signals decent operational efficiency, but the recent insider selling and changing analyst favorites from Morgan Stanley cast a shadow of doubt about the trajectory ahead. The redirection of attention from Micron to Nvidia by Morgan Stanley serves as a bellwether, intimating potential shifts in the landscape of semiconductor supremacy. With Micron’s pre-tax profit margins under critical observation, these market dynamics could initiate recalibrations, requiring strategic planning and an effort to reassert its competitive edge. Market Reactions and Investor Confidence: Recent events have invoked significant movement within Micron’s stock performance. Morgan Stanley’s tilt towards Nvidia casts a long shadow over Micron. This change in preference su...
Vivek Vishwakarma/iStock via Getty Images Retail investors have been buying the dip on their favorite growth stocks. However, that conviction may only go so far with continued uncertainty in the Middle East. With many growth names not paying a dividend, holding onto unrealized capital losses can be increasingly difficult for investors who need cash flow to fund their everyday living expenses. That...
Vivek Vishwakarma/iStock via Getty Images Retail investors have been buying the dip on their favorite growth stocks. However, that conviction may only go so far with continued uncertainty in the Middle East. With many growth names not paying a dividend, holding onto unrealized capital losses can be increasingly difficult for investors who need cash flow to fund their everyday living expenses. That’s why retirees who count on investment cashflow ought to shift their strategies from a return on capital to a return of capital. When allocated to quality names in the BDC and REIT sectors, this strategy can offer a peace of mind in knowing that your money is working hard and producing income for you. This brings me to the following two picks, both of which are solid names in their respective sectors. Both have strong business models and are poised to deliver solid income streams for shareholders, with yields in the 5-11% range, so let’s get started! #1: Capital Southwest – 11% Yield Capital Southwest ( CSWC ) is one of a handful of internally managed BDCs, alongside peers like Main Street Capital ( MAIN ), Hercules Capital ( HTGC ), and Trinity Capital ( TRIN ). It provides debt financing to lower middle market companies, generally identified as those generating $3 million to $15 million in annual EBITDA. CSWC primarily focuses on first-lien senior secured loans, which is the safest tranche of debt. It invests along alongside private equity sponsors, and supplements with minority equity co-investments that provide upside potential. CSWC has a strong history of value creation with a stable and overall growing NAV per share since 2020. Over the past 10 years, investors have realized a more than 2x total return performance based on NAV per share and accumulated dividends, as shown below. Investor Presentation At present, CSWC has a $2.0 billion investment portfolio , in which 90% is comprised of first lien senior secured debt. CSWC’s portfolio is structured around what I con...
She’s one of the icons of American alt-rock, and a heroic example of someone who maintains perfect balance as they put one foot in the mainstream and the other in the underground. After decades with Sonic Youth, Kim Gordon is continuing her remarkable solo career – and will be answering your questions. Born in New York and raised in LA, it was back in New York where she immersed herself in the ear...
She’s one of the icons of American alt-rock, and a heroic example of someone who maintains perfect balance as they put one foot in the mainstream and the other in the underground. After decades with Sonic Youth, Kim Gordon is continuing her remarkable solo career – and will be answering your questions. Born in New York and raised in LA, it was back in New York where she immersed herself in the early 80s no wave scene and met her Sonic Youth bandmates Thurston Moore – later her husband – and Lee Ranaldo, adding drummer Steve Shelley a few years later. Together they forged a new and distinct kind of rock music, where noise had sculptural heft but melody and harmony were wrapped around it, resulting in 15 studio albums including towering classics such as Daydream Nation and Dirty. After Gordon and Moore’s relationship ended in 2011, the band went on an indefinite hiatus. Gordon struck out into a brilliant new noise duo with Bill Nace, Body/Head, before releasing her debut solo album No Home Record in 2019. This, along with its follow-up The Collective, showed how open and innovative Gordon’s creative vision still was, deftly blending genres from garage rock to trap and industrial. Up next is her new album Play Me, launched with a pair of killer singles: the high-tempo shoegaze of Not Today is some of the most purely beautiful music she has ever made, while Dirty Tech has a beat you could imagine Travis Scott cocking his ear to. Ahead of its release on 13 March, she will join us to answer your questions about anything in her long career and 72 years of life. Post them in the comments below before 1pm GMT on Wednesday 11 March. Her answers will be published in the 19 March edition of the Film & Music section, and online.
Futures are slipping this morning as investors weigh renewed Middle East geopolitical risk and the implications for energy prices, inflation and growth. The ongoing conflict involving the U.S., Israel and Iran continues to push oil prices higher, and traders are increasingly cautious about how elevated energy costs might feed into broader inflation and complicate the Federal Reserve’s timeline for...
Futures are slipping this morning as investors weigh renewed Middle East geopolitical risk and the implications for energy prices, inflation and growth. The ongoing conflict involving the U.S., Israel and Iran continues to push oil prices higher, and traders are increasingly cautious about how elevated energy costs might feed into broader inflation and complicate the Federal Reserve’s timeline for potential rate cuts. Energy markets continue to exert outsized influence on overall sentiment. Crude oil prices remain elevated on supply-risk fears. That dynamic is contributing to a divergence between cyclical, energy-related sectors and more sensitive growth stocks, which are under greater pressure in the current risk-off environment. Investor focus remains on near-term inflation data, labor market reports, and Fed speeches that could clarify the central bank’s stance amid lingering geopolitical and macroeconomic uncertainties. Market positioning is cautious with volatility elevated, and traders are watching closely for any sign of de-escalation or fresh data that might shift risk sentiment. In pre-market trading, S&P 500 futures fell 0.39%, Nasdaq futures fell 0.48% and Dow futures fell 0.67%. Check out this morning’s top movers from around Wall Street, compiled by The Fly. HIGHER – Trade Desk (TTD) up 21% after The Information reported OpenAI and the company held early talks regarding a partnership to help the AI tool sell ads UP AFTER EARNINGS – Veeva (VEEV) up 8% Cracker Barrel (CBRL) up 8% Burlington Stores (BURL) up 6% Broadcom (AVGO) up 4% DOWN AFTER EARNINGS – Grocery Outlet (GO) down 25% StubHub (STUB) down 15% Ciena (CIEN) down 5% Victoria’s Secret (VSCO) down 5% BJ’s Wholesale (BJ) down 4% American Eagle (AEO) down 2% Kroger (KR) down 1% Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See Insiders’ Hot Stocks on TipRanks >> Read More on TTD: Disclaimer & DisclosureReport an Issue
Indonesia will soon become the latest country to pass laws restricting children from accessing social media, following in the footsteps of Australia and its neighbor Malaysia. But unlike Australia, which has banned users under 16 from social media altogether, Indonesia is taking a more age-gated approach to its restrictions. Indonesia’s communication and digital ministry said on Friday that it wou...
Indonesia will soon become the latest country to pass laws restricting children from accessing social media, following in the footsteps of Australia and its neighbor Malaysia. But unlike Australia, which has banned users under 16 from social media altogether, Indonesia is taking a more age-gated approach to its restrictions. Indonesia’s communication and digital ministry said on Friday that it would delay children’s access to social media platforms: Children 13 or older will be able to use platforms the country deems “lower-risk,” while “higher-risk” platforms will be only open to users above 16 years old. Platforms deemed “higher-risk” include YouTube, TikTok, Facebook, Instagram, Threads, X, Bigo Live and Roblox, the country’s Minister of Communication and Digital Affairs, Meutya Hafid, said in a video posted to Instagram. The measures are expected to be enforced one year after they’re signed into regulation on March 28, 2026. Indonesia is not the only country passing age restrictions for social media use. Over the past few months, several countries have announced plans to restrict social media access for children and teens, including Denmark, Spain, France, Malaysia and the U.K. Indonesia maintains the goal is not to stop children from using the internet, but to make sure they use it safely and at the right age. Techcrunch event Disrupt 2026: The tech ecosystem, all in one room Your next round. Your next hire. Your next breakout opportunity. Find it at TechCrunch Disrupt 2026, where 10,000+ founders, investors, and tech leaders gather for three days of 250+ tactical sessions, powerful introductions, and market-defining innovation. Register now to save up to $400. Save up to $300 or 30% to TechCrunch Founder Summit 1,000+ founders and investors come together at TechCrunch Founder Summit 2026 for a full day focused on growth, execution, and real-world scaling. Learn from founders and investors who have shaped the industry. Connect with peers navigating similar grow...
Palantir Protest Tied to Socialist Groups: Investigation Reveals A recent protest against Palantir Technologies in Florida has been linked to various socialist organizations, according to an investigation conducted by local media. The demonstration, which took place on October 5 in downtown Miami, drew hundreds of participants expressing concerns about the company’s role in government surveillance...
Palantir Protest Tied to Socialist Groups: Investigation Reveals A recent protest against Palantir Technologies in Florida has been linked to various socialist organizations, according to an investigation conducted by local media. The demonstration, which took place on October 5 in downtown Miami, drew hundreds of participants expressing concerns about the company’s role in government surveillance and data privacy. The findings have raised questions about the motivations behind the protest and the involvement of political ideologies in rising corporate dissent. The protest, organized by a coalition of activists, voiced strong opposition against Palantir’s controversial contracts with federal agencies, particularly in relation to immigration enforcement and law enforcement activities. Many protesters carried signs with messages like "Data is Not Discretion” and “Stop the Surveillance State,” highlighting their fears that the tools developed by Palantir could infringe upon civil liberties. As the event unfolded, on-the-ground reports indicated that several socialist groups were coordinating the efforts, raising concerns among local business leaders and lawmakers. An investigation conducted by the Miami Herald and supported by online research into social media activity revealed that organizations such as the Democratic Socialists of America (DSA) and other leftist factions had a substantial hand in promoting the event and mobilizing participants. The involvement of socialist groups in the protest is not entirely surprising, given Palantir’s reputation for working closely with law enforcement and government agencies. Critics argue that the company’s technology disproportionately targets marginalized communities, contributing to social and economic inequality. This perspective aligns closely with the ideologies espoused by many of the activist groups, who seek to challenge systemic injustices in various facets of society, including corporate governance. Several speakers ...
Waystar (WAY) announced an expanded collaboration with Google (GOOG) Cloud to accelerate its agentic AI capabilities and advance the industry toward an autonomous revenue cycle. Waystar delivers the mission-critical infrastructure that healthcare providers need to get paid. Across an extensively deployed payer-provider-patient network and more than one million providers, Waystar captures and norma...
Waystar (WAY) announced an expanded collaboration with Google (GOOG) Cloud to accelerate its agentic AI capabilities and advance the industry toward an autonomous revenue cycle. Waystar delivers the mission-critical infrastructure that healthcare providers need to get paid. Across an extensively deployed payer-provider-patient network and more than one million providers, Waystar captures and normalizes rich financial and clinical data that fuels its AI-powered platform. By learning from downstream payment outcomes, Waystar creates a self-learning revenue cycle that continuously improves upstream prior authorization, patient coverage identification, and denial prevention – generating a powerful flywheel effect that delivers increasingly accurate, outcome-driven automation. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See today’s best-performing stocks on TipRanks >> Read More on WAY: Disclaimer & DisclosureReport an Issue
Salem Media (SALM) announced that its streaming television division, Salem News Channel, has officially launched on Amazon (AMZN) Prime Video, expanding the network’s reach to millions of viewers through one of the world’s largest streaming platforms. The launch took effect on Tuesday, March 3, marking a significant expansion of Salem News Channel’s distribution. Published first on TheFly – the ul...
Salem Media (SALM) announced that its streaming television division, Salem News Channel, has officially launched on Amazon (AMZN) Prime Video, expanding the network’s reach to millions of viewers through one of the world’s largest streaming platforms. The launch took effect on Tuesday, March 3, marking a significant expansion of Salem News Channel’s distribution. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See Insiders’ Hot Stocks on TipRanks >> Read More on SALM: Disclaimer & DisclosureReport an Issue
Andrii Dodonov/iStock via Getty Images U.S. Treasury yields turned lower Friday after a weaker-than-expected February jobs report initially sparked a rally in government bonds, though yields later pared most of those declines as the morning progressed. The yield on the 10-year note ( US10Y ) initially retreated after the Bureau of Labor Statistics report , falling to as low as 4.11% from 4.17% min...
Andrii Dodonov/iStock via Getty Images U.S. Treasury yields turned lower Friday after a weaker-than-expected February jobs report initially sparked a rally in government bonds, though yields later pared most of those declines as the morning progressed. The yield on the 10-year note ( US10Y ) initially retreated after the Bureau of Labor Statistics report , falling to as low as 4.11% from 4.17% minutes before the data release, before recovering to trade near 4.16% as of 9:13 a.m. ET. Yields rose markedly this week, with US10Y up roughly 20 basis points over the past five sessions, as an ongoing surge in oil prices induced by the war in Iran stoked inflation fears and prompted investors to scale back expectations for rate cuts by the Federal Reserve. At the short end of the yield curve, the 2-year tenor ( US2Y ) dropped from about 3.61% prior to the economic data to as low as 3.54% shortly afterward, before erasing the slide at press time. The intraday moves followed data showing the U.S. economy unexpectedly shed 92K jobs last month while the unemployment rate rose to 4.4% from 4.3%. Economists had expected payrolls to rise by 60K. At the same time, the Census Bureau reported that national retail sales declined less than expected in January. Treasury ETFs: ( TLT ), ( TLH ), ( IEF ), ( IEI ), ( SHY ), ( SGOV ), ( SCHO ), and ( BIL ). More on United States 10-Year Bond Yield, iShares 20+ Year Treasury Bond ETF, etc. Rates: Lessons From The Iraq War Explaining The Yield Curve's Current Behavior & Providing An Outlook The Asymmetric War: Why Short-Term Treasuries Are The Logical Shelter US10Y climbs above 4.1% and hits a three-week high as inflation expectations rise How much fiscal firepower does the U.S. have?
Greg Abel officially took the helm at Berkshire Hathaway (NYSE:BRK-B) on January 1, 2026, inheriting a fortress balance sheet, a legendary reputation, and a cash pile that would make most sovereign wealth funds blush. The first two months of his tenure have been anything but quiet. Three moves are already shaping what the Abel era ... Greg Abel Is Now Running Berkshire. Here Are the 3 Moves That W...
Greg Abel officially took the helm at Berkshire Hathaway (NYSE:BRK-B) on January 1, 2026, inheriting a fortress balance sheet, a legendary reputation, and a cash pile that would make most sovereign wealth funds blush. The first two months of his tenure have been anything but quiet. Three moves are already shaping what the Abel era ... Greg Abel Is Now Running Berkshire. Here Are the 3 Moves That Will Define His Era