Rubrik is positioned to rally amid surging demand for cybersecurity and data solutions, so investors should scoop up shares while they're still trading at a discount, according to Jefferies. The investment firm assigned the stock a buy rating. It also put a $65 price target on shares, implying 24.3% upside from Friday's close. Shares have plunged nearly 32% since the beginning of the year. But, as...
Rubrik is positioned to rally amid surging demand for cybersecurity and data solutions, so investors should scoop up shares while they're still trading at a discount, according to Jefferies. The investment firm assigned the stock a buy rating. It also put a $65 price target on shares, implying 24.3% upside from Friday's close. Shares have plunged nearly 32% since the beginning of the year. But, as a "a cyber resilience leader, RBRK is well positioned for [long-term] sustainable growth, driven by the secular tailwinds of ransomware, SaaS/cloud workloads, & data growth," analyst Joseph Gallo said in a note to clients. RBRK YTD mountain RNRK in 2026 Rubrik is likely to benefit from rising demand for advanced cybersecurity solutions, particularly as its field of buyers widens. That market is poised to grow to roughly $700 billion in 2034, or nearly triple its expected value by the end of 2026, according to a report from market research and consulting firm Fortune Business Insights. "Backup and recovery have evolved into cyber resilience, which requires an 'assume breach' mentality and expands the buyer from IT (still a large legacy share opportunity) to the [chief information security officer] (also introduces competition from cyber vendors)," Gallo wrote. The analyst said Rubrik will sustain subscription annual recurring revenue growth of 20% or more over the next few years. Those gains will likely come from sales of the firm's software-as-a-service and cloud data protection plans and its solutions for the development and deployment of artificial intelligence, according to Jefferies. And although Rubrik still lags several of its peers in operating profitability, it is poised to gain ground to become a leader in its industry, Gallo noted. "We see a path to significant improvement," the analyst wrote. Jefferies' call is in line with consensus on Wall Street. Of the 27 analysts covering Rubrik, 26 have a buy or strong buy rating on the stock, LSEG data shows.
Alliance Resource Partners press release ( ARLP ): Q1 GAAP EPS of $0.07 misses by $0.08 . Revenue of $516M (-4.5% Y/Y) misses by $1.81M . 2026 expected coal sales volumes over 95% committed and priced at the midpoint of 2026 guidance Record oil & gas royalty revenues and volumes, up 14.6% and 16.1%, respectively, year-over-year Completed $16.2 million in oil & gas mineral interest acquisitions dur...
Alliance Resource Partners press release ( ARLP ): Q1 GAAP EPS of $0.07 misses by $0.08 . Revenue of $516M (-4.5% Y/Y) misses by $1.81M . 2026 expected coal sales volumes over 95% committed and priced at the midpoint of 2026 guidance Record oil & gas royalty revenues and volumes, up 14.6% and 16.1%, respectively, year-over-year Completed $16.2 million in oil & gas mineral interest acquisitions during the 2026 Quarter Total and net leverage ratios as of March 31, 2026, were 0.73 times and 0.69 times, respectively ARLP announced today that the Board of Directors of ARLP’s general partner approved a cash distribution to unitholders for the 2026 Quarter of $0.60 per unit (an annualized rate of $2.40 per unit), payable on May 15, 2026, to all unitholders of record as of the close of trading on May 8, 2026. Shares +3.2% PM. More on Alliance Resource Partners Alliance Resource Partners: A Coal Giant Pivoting To AI, Bitcoin, And Electrification Alliance Resource: Betting On The Sustained Profitability Hike Alliance Resource Partners, L.P. Common Units (ARLP) Q4 2025 Earnings Call Transcript Alliance Resource Partners Q1 Earnings Preview Trump seeks coal boost, signing order for U.S. military to buy coal-generated electricity
Hong Kong police have arrested nine men in a crackdown on child pornography linked to a seven-jurisdiction operation in which more than 300 suspects were detained across Asia. Police said on Monday the city had joined a coordinated international operation involving Singapore, Malaysia, Japan, South Korea, Thailand and Brunei, targeting offences related to the production, distribution and possessio...
Hong Kong police have arrested nine men in a crackdown on child pornography linked to a seven-jurisdiction operation in which more than 300 suspects were detained across Asia. Police said on Monday the city had joined a coordinated international operation involving Singapore, Malaysia, Japan, South Korea, Thailand and Brunei, targeting offences related to the production, distribution and possession of child sexual exploitation material. “Through active intelligence exchange and investigation, we...
Verizon press release ( VZ ): Q1 Non-GAAP EPS of $1.28 beats by $0.07 . Revenue of $34.4B (+2.7% Y/Y) misses by $490M . Total operating revenue was $34.4 billion, up 2.9 percent year-over-year. This result was driven in part by the company's disciplined approach to promotional spending and the resulting moderated upgrade activity, which impacted wireless equipment revenue. Free cash flow1 was $3.8...
Verizon press release ( VZ ): Q1 Non-GAAP EPS of $1.28 beats by $0.07 . Revenue of $34.4B (+2.7% Y/Y) misses by $490M . Total operating revenue was $34.4 billion, up 2.9 percent year-over-year. This result was driven in part by the company's disciplined approach to promotional spending and the resulting moderated upgrade activity, which impacted wireless equipment revenue. Free cash flow1 was $3.8 billion in first-quarter 2026 compared to $3.6 billion in first-quarter 2025, representing a growth rate of 4.0 percent. Mobility and broadband service revenue reached approximately $22.9 billion, representing a 1.6 percent increase year-over-year. The company's first-quarter revenue result includes an 80 basis point impact to wireless service revenue growth due to the January network outage. In March, mobility and broadband service revenue grew in the middle of the 2.0 percent to 3.0 percent guidance range. Wireless equipment revenue was $5.7 billion, up 5.2 percent year-over-year. In first-quarter 2026, Verizon reported total postpaid phone net additions of 55,000, the first time the company generated positive first-quarter total postpaid phone net additions since 2013. The year-over-year improvement of over 340,000 was driven in part by a higher mix of new to Verizon gross additions. Total core prepaid2 net additions were 115,000, representing seven consecutive quarters of growth. Verizon delivered 341,000 broadband net additions in first-quarter 2026. This includes total fixed wireless access net additions of 214,000 and 127,000 fiber broadband net additions. Verizon now has approximately 16.8 million fixed wireless access and fiber broadband connections. Adjusted EPS1 of $4.95 to $4.99 vs $4.91 consensus, or year-over-year growth of 5.0 to 6.0 percent, representing a significant acceleration compared to recent historical performance. Total retail postpaid phone net additions are now expected to be in the top half of the 750,000 to 1.0 million range, which is approxima...
Japan’s first female prime minister is facing a growing backlash from women new to political activism, as alarm spreads over her government’s push to revise the country’s pacifist constitution and expand its role in arms exports. The women are part of a protest wave that has grown from a few thousand people in late February to tens of thousands outside the National Diet in Tokyo, where demonstrato...
Japan’s first female prime minister is facing a growing backlash from women new to political activism, as alarm spreads over her government’s push to revise the country’s pacifist constitution and expand its role in arms exports. The women are part of a protest wave that has grown from a few thousand people in late February to tens of thousands outside the National Diet in Tokyo, where demonstrators have rallied against constitutional revision, weapons exports and what they see as Japan’s drift...
Dragon Claws Meta Platforms ( META ) is partnering with Overview Energy to capture space solar energy to power AI infrastructure, giving Meta ( META ) early access to Overview’s space solar energy system for up to 1 gigawatt of power. Overview’s space solar system collects solar energy in space and beams it to existing solar facilities on the ground, where it’s converted into electricity. The syst...
Dragon Claws Meta Platforms ( META ) is partnering with Overview Energy to capture space solar energy to power AI infrastructure, giving Meta ( META ) early access to Overview’s space solar energy system for up to 1 gigawatt of power. Overview’s space solar system collects solar energy in space and beams it to existing solar facilities on the ground, where it’s converted into electricity. The system can produce electric power around the clock and does not require new land, fuel, or lengthy grid interconnections. As it is “passively” safe for humans, animals, and aircraft, Overview’s technology is engineered to meet U.S. regulatory standards. “Our approach to space solar energy enables hyperscalers and technology providers to secure clean power with reliable siting and speed to power. Together with Meta, we're looking beyond traditional constraints on where and when power can be delivered to meet the growing demand for electricity,” said Overview Energy CEO Marc Berte. More on Meta Meta Vs. Google: In The Age Of AI, The Ad Crown Is Up For Grabs Meta: Golden Buying Opportunity Before Earnings Meta Platforms: The Long Game China blocks Meta’s $2B takeover of AI firm Manus Manitoba plans social media, AI chatbot ban for young people
Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Edward Ludlow assesses how Nvidia may be affected by the sale of Cursor to Elon Musk’s SpaceX. Tech Across the Globe China restricts investments: Chinese regulators plan to restrict technology firms including some of the country’s highest-profile AI pioneers from acceptin...
Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Edward Ludlow assesses how Nvidia may be affected by the sale of Cursor to Elon Musk’s SpaceX. Tech Across the Globe China restricts investments: Chinese regulators plan to restrict technology firms including some of the country’s highest-profile AI pioneers from accepting US capital without government approval. See what spurred the move . Meta and Amazon deal on chips: The two companies have struck a multibillion-dollar agreement for the social-media giant to rent hundreds of thousands of Amazon’s general-purpose chips for its AI efforts. Here’s how it benefits both sides . Social media crackdown: Norway plans to join a growing number of countries and restrict children younger than 16 from social media sites. Officials say this is why it matters . Revalued Cognition AI is in talks to raise a new round of funding that would more than double its valuation to $25 billion, a reflection of the increased demand for companies that understand how to use AI in software development. The coding startup is said to be seeking to raise hundreds of millions of dollars or more. Shifting Partners Nvidia may have a Cursor problem. Not because the coding startup is struggling — quite the opposite. The problem is who might own it next. Cursor is one of the fastest-growing AI companies ever, deeply embedded inside Nvidia, and a favorite of CEO Jensen Huang. He has repeatedly pointed to it as proof that AI is already delivering real gains in how software gets built. SpaceX — which now owns xAI — has struck a deal for the right to acquire Cursor for $60 billion later this year, or pay $10 billion to keep working together. That second number is effectively a break-up fee. The structure is unusual, but the intent is clear: Elon Musk wants to catch up in AI coding tools, and Cursor is one of the most important assets in the space. That creates an awkward dynamic fo...
Barry speaks with David Gardner, Author and Co-Founder, at the Motley Fool. They discuss David's new book book "Rule Breaker Investing: How to Pick the Best Stocks of he Future and Build Lasting Wealth." They also discuss the pros and cons of different investing strategies and trends. (Source: Bloomberg)
Barry speaks with David Gardner, Author and Co-Founder, at the Motley Fool. They discuss David's new book book "Rule Breaker Investing: How to Pick the Best Stocks of he Future and Build Lasting Wealth." They also discuss the pros and cons of different investing strategies and trends. (Source: Bloomberg)