A report suggested that major AI-chip makers were considering a rule change that could slow adoption of the Dutch company’s advanced hybrid bonding technology.
A report suggested that major AI-chip makers were considering a rule change that could slow adoption of the Dutch company’s advanced hybrid bonding technology.
Culture Secretary Lisa Nandy said she had launched the probe into the proposed deal over concerns the it could affect the "plurality of views" in the UK media.
Culture Secretary Lisa Nandy said she had launched the probe into the proposed deal over concerns the it could affect the "plurality of views" in the UK media.
SPC Nickel (SPC) announced on Friday a non-brokered private placement of up to 15,384,615 common share units for gross proceeds of $1M and up to 58.94M charity flow-through (CFT) units for gross proceeds of $5.6M. Each common share unit will be issued at a price of $0.065 per common share unit, and each CFT unit will be issued at a price of $0.095 per CFT unit. Each common share unit shall consist...
SPC Nickel (SPC) announced on Friday a non-brokered private placement of up to 15,384,615 common share units for gross proceeds of $1M and up to 58.94M charity flow-through (CFT) units for gross proceeds of $5.6M. Each common share unit will be issued at a price of $0.065 per common share unit, and each CFT unit will be issued at a price of $0.095 per CFT unit. Each common share unit shall consist of one common share and one half of a purchase warrant of the company to acquire one common share at an exercise price of $0.10 per share, exercisable for a period of 18 months from the closing date. Each CFT unit shall consist of one charity flow-through common share and one half of a purchase warrant of the company to acquire one non-flow-through common share at an exercise price of $0.10 per share exercisable for a period of 18 months from the Closing Date. The company may pay to eligible finders assisting in the offering a cash commission equal to 6% of the gross proceeds raised by such finders and such number of compensation warrants as is equal to 6% of the total number of Common Share Units and/or CFT units sold by such finders. Each compensation warrant shall be exercisable to acquire one common share at an exercise price of $0.07 per common share for a period of 18 months following the date of issuance. The gross proceeds of the CFT Units will be used to incur expenses that are eligible Canadian Exploration Expenses, which will also qualify as "flow-through mining expenditures. In addition, the exploration will target critical minerals and will qualify for the 30% Critical Minerals Exploration Tax Credit under the Income Tax Act ( Canada ). Proceeds from the Common Share Units issued in connection with the Offering will be used for general working capital purposes. Source: Press Release More on SPC Nickel Corp. Seeking Alpha’s Quant Rating on SPC Nickel Corp. Financial information for SPC Nickel Corp.
White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The White Falcon portfolio returned 5.6% (net of fees) in Q4 2025, resulting in a yearly return of 28.4%. The year has been notable, particularly with the “tariff tantrum” in April 2025 that saw markets drop nearly 20%, now fading into the past...
White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The White Falcon portfolio returned 5.6% (net of fees) in Q4 2025, resulting in a yearly return of 28.4%. The year has been notable, particularly with the “tariff tantrum” in April 2025 that saw markets drop nearly 20%, now fading into the past. Overall, the portfolio performed well, with only a few companies affecting a solid majority of positive results. The White Falcon portfolio consists of 20-25 carefully selected stocks that align with its quality and valuation standards, focusing on generating positive absolute returns adjusted for risk over a full market cycle. The portfolio’s preferred metric, the rolling three-year annualized return, currently stands at 25.9% CAGR, outpacing most major indices, including the S&P 500. As a long-term compounder, the firm is optimistic about its long-term prospects. The firm anticipates a significant increase in leverage associated with AI and expects major private companies to go public through IPOs. Please review the Portfolio’s top five holdings to gain insights into their key selections for 2025. In its fourth-quarter 2025 investor letter, White Falcon Capital Management highlighted stocks like Advanced Micro Devices, Inc. (NASDAQ:AMD). Advanced Micro Devices, Inc. (NASDAQ:AMD) is a leading semiconductor company that designs and manufactures of AI accelerators, microprocessors, and graphics processing units. On March 05, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) stock closed at $199.45 per share. One-month return of Advanced Micro Devices, Inc. (NASDAQ:AMD) was -4.31%, and its shares gained 98.83% over the past 52 weeks. Advanced Micro Devices, Inc. (NASDAQ:AMD) has a market capitalization of $325.185 billion. White Falcon Capital Management stated the following regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) in its fourth quarter 2025 investor letter:
White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The White Falcon portfolio returned 5.6% (net of fees) in Q4 2025, resulting in a yearly return of 28.4%. The year has been notable, particularly with the “tariff tantrum” in April 2025 that saw markets drop nearly 20%, now fading into the past...
White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The White Falcon portfolio returned 5.6% (net of fees) in Q4 2025, resulting in a yearly return of 28.4%. The year has been notable, particularly with the “tariff tantrum” in April 2025 that saw markets drop nearly 20%, now fading into the past. Overall, the portfolio performed well, with only a few companies affecting a solid majority of positive results. The White Falcon portfolio consists of 20-25 carefully selected stocks that align with its quality and valuation standards, focusing on generating positive absolute returns adjusted for risk over a full market cycle. The portfolio’s preferred metric, the rolling three-year annualized return, currently stands at 25.9% CAGR, outpacing most major indices, including the S&P 500. As a long-term compounder, the firm is optimistic about its long-term prospects. The firm anticipates a significant increase in leverage associated with AI and expects major private companies to go public through IPOs. Please review the Portfolio’s top five holdings to gain insights into their key selections for 2025. In its fourth-quarter 2025 investor letter, White Falcon Capital Management highlighted stocks like Advanced Micro Devices, Inc. (NASDAQ:AMD). Advanced Micro Devices, Inc. (NASDAQ:AMD) is a leading semiconductor company that designs and manufactures of AI accelerators, microprocessors, and graphics processing units. On March 05, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) stock closed at $199.45 per share. One-month return of Advanced Micro Devices, Inc. (NASDAQ:AMD) was -4.31%, and its shares gained 98.83% over the past 52 weeks. Advanced Micro Devices, Inc. (NASDAQ:AMD) has a market capitalization of $325.185 billion. White Falcon Capital Management stated the following regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) in its fourth quarter 2025 investor letter:
White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The White Falcon portfolio returned 5.6% (net of fees) in Q4 2025, resulting in a yearly return of 28.4%. The year has been notable, particularly with the “tariff tantrum” in April 2025 that saw markets drop nearly 20%, now fading into the past...
White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The White Falcon portfolio returned 5.6% (net of fees) in Q4 2025, resulting in a yearly return of 28.4%. The year has been notable, particularly with the “tariff tantrum” in April 2025 that saw markets drop nearly 20%, now fading into the past. Overall, the portfolio performed well, with only a few companies affecting a solid majority of positive results. The White Falcon portfolio consists of 20-25 carefully selected stocks that align with its quality and valuation standards, focusing on generating positive absolute returns adjusted for risk over a full market cycle. The portfolio’s preferred metric, the rolling three-year annualized return, currently stands at 25.9% CAGR, outpacing most major indices, including the S&P 500. As a long-term compounder, the firm is optimistic about its long-term prospects. The firm anticipates a significant increase in leverage associated with AI and expects major private companies to go public through IPOs. Please review the Portfolio’s top five holdings to gain insights into their key selections for 2025. In its fourth-quarter 2025 investor letter, White Falcon Capital Management highlighted stocks like Advanced Micro Devices, Inc. (NASDAQ:AMD). Advanced Micro Devices, Inc. (NASDAQ:AMD) is a leading semiconductor company that designs and manufactures of AI accelerators, microprocessors, and graphics processing units. On March 05, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) stock closed at $199.45 per share. One-month return of Advanced Micro Devices, Inc. (NASDAQ:AMD) was -4.31%, and its shares gained 98.83% over the past 52 weeks. Advanced Micro Devices, Inc. (NASDAQ:AMD) has a market capitalization of $325.185 billion. White Falcon Capital Management stated the following regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) in its fourth quarter 2025 investor letter:
BTIG pitched the case on Friday that investors are overlooking the market share gains for Domino's Pizza ( DPZ ). The firm reiterated a Buy rating on Domino's ( DPZ ) and kept it slotted as one of its overall top picks on its view that market share gains are set to accelerate over the near- and medium-term, as the chain's closest peers close stores, retreat from certain geographies, and refranchis...
BTIG pitched the case on Friday that investors are overlooking the market share gains for Domino's Pizza ( DPZ ). The firm reiterated a Buy rating on Domino's ( DPZ ) and kept it slotted as one of its overall top picks on its view that market share gains are set to accelerate over the near- and medium-term, as the chain's closest peers close stores, retreat from certain geographies, and refranchise units. Notably, Domino's ( DPZ ) generated 3.0% U.S. same-store sales last year, compared with Pizza Hut's ( YUM ) -5% and Papa John's ( PZZA ) -2.5%. Over the past decade, Domino's ( DPZ ) averaged 5.0% same-store sales growth, compared with 1.9% at Papa John's ( PZZA ) and flat at Pizza Hut. Analyst Peter Saleh noted that while DPZ shares have bounced modestly from recent lows, the stock still trades near a ten-year trough valuation. Saleh's deep dive into key industry metrics (comparable sales, unit growth, closure activity, market share) over multiple years indicated superior results for Domino's ( DPZ ) and the wide competitive gap that has been established. "The current industry dynamics, with both Papa John's ( PZZA ) and Pizza Hut ( YUM ) seeing negative comparable sales and likely unit contraction over the next two years, indicate Domino's Pizza is on the precipice of another cycle of market share gains. This outlook reinforces our positive view of shares and long-term thesis of secular market share gains, which will support more restaurants, higher same-store sales, and earnings growth in the coming years," wrote Saleh. BTIG assigned a price target of $500 to Domino's ( DPZ ). The average sell-side price target on the stock is $478.58. Shares of Domino's Pizza ( DPZ ) are down 3.4% on a year-to-date basis and are down more than 15% over the last 52 weeks. Short interest on DPZ stands at 6.3% of the total float. More on Domino's Pizza Domino's Deals Are Putting Competitors Out Of Business Domino's Pizza, Inc. (DPZ) Q4 2025 Earnings Call Transcript Domino's Pizza:...
Key Points After reinstating its guidance for fiscal 2026 in January, Aehr announced significant new contract wins last month. Sales for the company's wafer-testing and burn-in solutions are accelerating. Aehr announced another AI-related contract win earlier this month. 10 stocks we like better than Aehr Test Systems › Aehr Test Systems (NASDAQ: AEHR) stock managed to post explosive gains in Febr...
Key Points After reinstating its guidance for fiscal 2026 in January, Aehr announced significant new contract wins last month. Sales for the company's wafer-testing and burn-in solutions are accelerating. Aehr announced another AI-related contract win earlier this month. 10 stocks we like better than Aehr Test Systems › Aehr Test Systems (NASDAQ: AEHR) stock managed to post explosive gains in February despite a bearish backdrop for tech stocks. The company's share price rocketed 46% higher in the month even as the S&P 500 fell 0.9% and the Nasdaq Composite declined 3.4%. While the broader market saw a pullback in response to tech-sector valuation concerns and macroeconomic news, Aehr stock moved higher thanks to the announcements of new contract wins. The stock is now up 100.5% year to date. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Aehr stock surged in response to major contract wins Aehr stock got a big boost after the company published a press release on Feb. 11 announcing that it had secured a significant contract for testing and burn-in systems used for artificial intelligence (AI) chips. The company said that the order for its Sonoma systems came from its lead production customer and would be used for the purchaser's next-generation application specific integrated circuits (ASICs). Aehr followed the news up with an additional press release on Feb. 26 stating that it had secured a $14 million order from the same customer for its FOX systems, WaferPak contractors, and Automated WaferPak Auto Aligners products for semiconductors used in AI data centers. The two announcements signal that the company is seeing demand for its AI-related products accelerate and support the thesis that the company could meet or exceed the guidance for the 2026 fiscal year that it reinstated in January. After p...
TIAA Trust National Association trimmed its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 1.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 191,743 shares of the social networking company's stock after selling 3,270 shares during the quarter. TIAA Trust National Association's holdings in...
TIAA Trust National Association trimmed its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 1.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 191,743 shares of the social networking company's stock after selling 3,270 shares during the quarter. TIAA Trust National Association's holdings in Meta Platforms were worth $140,814,000 at the end of the most recent quarter. A number of other institutional investors have also recently modified their holdings of the stock. Westchester Capital Management Inc. purchased a new position in Meta Platforms in the third quarter worth about $26,000. Bare Financial Services Inc purchased a new stake in shares of Meta Platforms during the second quarter valued at approximately $30,000. Knuff & Co LLC bought a new stake in shares of Meta Platforms during the second quarter valued at approximately $44,000. Spurstone Advisory Services LLC purchased a new position in Meta Platforms in the 2nd quarter worth approximately $59,000. Finally, Evergreen Private Wealth LLC lifted its position in Meta Platforms by 64.8% in the 3rd quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company's stock valued at $65,000 after acquiring an additional 35 shares in the last quarter. 79.91% of the stock is owned by hedge funds and other institutional investors. Get Meta Platforms alerts: Sign Up Key Meta Platforms News Here are the key news stories impacting Meta Platforms this week: Meta Platforms Stock Performance META opened at $660.41 on Friday. The company's 50 day moving average is $655.36 and its 200 day moving average is $682.50. The company has a current ratio of 2.60, a quick ratio of 2.60 and a debt-to-equity ratio of 0.27. The company has a market cap of $1.67 trillion, a price-to-earnings ratio of 28.10, a PEG ratio of 1.04 and a beta of 1.30. Meta Platforms, Inc. has a 12-month low of $479.80 and a 12-mon...
"People go up on to their rooftops. They sit there waiting for the strikes to happen. The eighth and ninth of January [when anti-government protests were violently suppressed] were much scarier for them than this past week. Back then, we ourselves were the targets of the bullets."
"People go up on to their rooftops. They sit there waiting for the strikes to happen. The eighth and ninth of January [when anti-government protests were violently suppressed] were much scarier for them than this past week. Back then, we ourselves were the targets of the bullets."
According to a SEC filing dated Feb. 17, Guardian Capital LP initiated a new position in Boyd Group Services (BGSI 0.27%), buying 448,067 shares. Acquired 448,067 shares of Boyd Group Services The new position represents approximately 2.1% of the fund’s AUM What else to know Top holdings after the filing: NYSE:RY: $300.1 million (8.9% of AUM) NYSE:AEM: $172.8 million (5.1% of AUM) NYSE:TD: $124.5 ...
According to a SEC filing dated Feb. 17, Guardian Capital LP initiated a new position in Boyd Group Services (BGSI 0.27%), buying 448,067 shares. Acquired 448,067 shares of Boyd Group Services The new position represents approximately 2.1% of the fund’s AUM What else to know Top holdings after the filing: NYSE:RY: $300.1 million (8.9% of AUM) NYSE:AEM: $172.8 million (5.1% of AUM) NYSE:TD: $124.5 million (3.7% of AUM) NYSE:BN: $121.4 million (3.6% of AUM) NASDAQ:OTEX: $121.1 million (3.6% of AUM) Company overview Metric Value Price (as of market close Feb. 18) $171.01 Market capitalization $3.7 billion Revenue (TTM) $3.1 billion Net income (TTM) $16.1 million Company snapshot Boyd Group Services operates collision repair and auto glass centers in North America, with a network spanning both the United States and Canada. The company serves insurance partners and retail clients. Offers collision repair, auto glass replacement, and related automotive services across North America under multiple trade names, including Gerber Collision & Glass and Boyd Autobody & Glass. Generates revenue primarily through repair centers, retail auto glass operations, and third-party claims administration services, focusing on insurance-paid vehicle repairs and glass claims. Serves insurance companies as the main customer segment, along with individual vehicle owners seeking repair and glass services. What this transaction means for investors Guardian Capital LP showed its confidence in Boyd Group Services’ prospects by quickly ramping up its equity position. It didn’t own any shares as of Sept. 30, but quickly purchased over 448,000. It ended the year owning $71.4 million worth of Boyd Group Services’ shares as of Dec. 31. This accounted for 2.1% of Guardian Capital’s $3.3 billion in assets under management (AUM), per its SEC filing. This is impressive given its portfolio concentration. While the firm has 241 different investments, the largest five equities represented 24.9% of its AUM. E...
The incoming chief executive of BP will take home at least £11.7m this year after joining the embattled oil company from a rival, more than double the pay packet earned by her predecessor. Meg O’Neill will join BP from the Australian oil company Woodside Energy in April as the company’s first external hire to its top job, and the first woman to serve as chief executive at the 117-year-old oil majo...
The incoming chief executive of BP will take home at least £11.7m this year after joining the embattled oil company from a rival, more than double the pay packet earned by her predecessor. Meg O’Neill will join BP from the Australian oil company Woodside Energy in April as the company’s first external hire to its top job, and the first woman to serve as chief executive at the 117-year-old oil major. The former ExxonMobil executive will earn a base salary of £1.6m, narrowly above the salary paid to her predecessor, Murray Auchincloss, but the bulk of her pay packet will be made up of share awards she was in line for over the next five years in her previous role. These include £8.3m to cover performance share awards that were due to vest in 2027 and 2028, and another £1.8m to cover the expected value of share awards that were due to vest in 2029, 2030 and 2031. The £11.7m payday is more than double the £5.3m pay packet earned by Auchincloss, who left the role of chief executive late last year after less than two years in the job. The former chief financial officer officially stepped into the role in January 2024 after serving as the interim boss following the abrupt exit of the former chief executive Bernard Looney in September 2023. Auchincloss was replaced by Carol Howle, BP’s head of trading, until O’Neill’s arrival. As BP’s third chief executive in under five years, O’Neill is expected to face pressure from disgruntled shareholders to revive BP’s fortunes after its failed attempt to pursue a greener agenda. BP was left lagging behind its industry rivals, including Shell, which were better able to profit from the energy crisis triggered by Russia’s full-scale invasion of Ukraine in 2022. Its floundering share price made the company a target for the feared New York activist hedge fund Elliott Management and fuelled rumours that the company could fall prey to a takeover. BP also became the first large oil company to suspend its shareholder buybacks earlier this year ...
Intensity Therapeutics ( INTS ) on Friday said it has received a notice from Nasdaq that the company has regained compliance with listing rules, which require a minimum bid price of $1.00 per share. Nasdaq confirmed that for the last 10 consecutive business days, from February 19, 2026, through March 4, 2026, the closing bid price of the company's common stock was at or above $1.00, and as a resul...
Intensity Therapeutics ( INTS ) on Friday said it has received a notice from Nasdaq that the company has regained compliance with listing rules, which require a minimum bid price of $1.00 per share. Nasdaq confirmed that for the last 10 consecutive business days, from February 19, 2026, through March 4, 2026, the closing bid price of the company's common stock was at or above $1.00, and as a result, the matter is now closed. INTS +0.9% premarket to $7.79. Source: Press Release More on Intensity Therapeutics Seeking Alpha’s Quant Rating on Intensity Therapeutics Historical earnings data for Intensity Therapeutics Financial information for Intensity Therapeutics