Lifezone Metals ( LZM ) will sell 5.7M shares at $4.40 each to institutional investors. The offering is expected to generate ~$25M in gross proceeds. Funds will support exploration activities in Burundi and Tanzania. Proceeds will also be used for the PGM Recycling Project and hydrometallurgical R&D at Simulus Laboratory. Additional uses include general corporate purposes, working capital, and fin...
Lifezone Metals ( LZM ) will sell 5.7M shares at $4.40 each to institutional investors. The offering is expected to generate ~$25M in gross proceeds. Funds will support exploration activities in Burundi and Tanzania. Proceeds will also be used for the PGM Recycling Project and hydrometallurgical R&D at Simulus Laboratory. Additional uses include general corporate purposes, working capital, and financing costs. The transaction is expected to close around April 23, 2026. LZM shares down 5% premarket. More on Lifezone Metals Lifezone Metals Limited 2025 Q4 - Results - Earnings Call Presentation Lifezone Metals Limited (LZM) Q4 2025 Earnings Call Transcript Lifezone Metals Limited (LZM) Presents at Mining Indaba 2026 - Slideshow Lifezone Metals signs exclusivity deal for Musongati nickel project in Burundi Seeking Alpha’s Quant Rating on Lifezone Metals
DKosig Airbnb ( ABNB ) rallied in early action on Wednesday after Wells Fargo upgraded the online travel stock to an Overweight rating after having it set at Equal-weight. Analyst Ken Gawrelski and his team think Airbnb ( ABNB ) is at a significant business inflection point after emerging from two years of decelerating growth and compressing margins to head into a period of accelerating growth and...
DKosig Airbnb ( ABNB ) rallied in early action on Wednesday after Wells Fargo upgraded the online travel stock to an Overweight rating after having it set at Equal-weight. Analyst Ken Gawrelski and his team think Airbnb ( ABNB ) is at a significant business inflection point after emerging from two years of decelerating growth and compressing margins to head into a period of accelerating growth and expanding margins for 2026-2028. "In our view, we see new growth initiatives, such as hotels and sponsored listings, as accretive to financials, contributing to accelerating room nights growth and margin expansion," highlighted Gawrelski. Notably, the firm expects Airbnb ( ABNB ) to double its OTA hotel share to 8% in 2028 from 4% currently in its core five markets. In particular, stronger merchandising in New York City and AI search are seen as helping to unlock hotel supply. Wells Fargo raised its price target on Airbnb ( ABNB ) to $178 from $136, based on a 25X multiple to the 2028 EPS estimate. Shares of Airbnb ( ABNB ) were up 2.3% in premarket trading to $145.91 vs. the 52-week range of $110.81 to $145.77. Airbnb ( ABNB ) is lined up to report first-quarter earnings on May 7. More on Airbnb Airbnb: FQ2'26 Guidance May Disappoint Amid Travel Disruption - Reiterate Hold Airbnb: Identity Shift Could Impact Long-Term Margins While Near-Term Risks Grow Airbnb: AI Is An Opportunity, Not A Threat TSA PreCheck reinstated amid shutdown, limiting near-term travel disruption risk DHS suspends PreCheck and Global Entry amid funding lapse, raising travel sector concerns
Palantir Technologies (NASDAQ:PLTR) and CrowdStrike (NASDAQ:CRWD) both beat expectations this quarter, yet represent two different AI bets. One is an analytics software company growing rapidly with GAAP profits. The other is a cybersecurity platform rebuilding after a damaging 2024 incident. Which AI exposure belongs in a portfolio? Palantir Runs Hot. CrowdStrike Runs Steady. Palantir’s fourth ......
Palantir Technologies (NASDAQ:PLTR) and CrowdStrike (NASDAQ:CRWD) both beat expectations this quarter, yet represent two different AI bets. One is an analytics software company growing rapidly with GAAP profits. The other is a cybersecurity platform rebuilding after a damaging 2024 incident. Which AI exposure belongs in a portfolio? Palantir Runs Hot. CrowdStrike Runs Steady. Palantir’s fourth ... Palantir vs. CrowdStrike: One of These AI Stocks Could Wreck Your Portfolio
ZTEST Electronics ( ZTSTF ) plans a normal course issuer bid to repurchase up to 3.13M shares (~10% of public float) between April 24, 2026 and April 23, 2027. The company will fund the buyback using existing cash reserves and is not obligated to complete the full purchase. All shares acquired under the NCIB will be cancelled, reducing total shares outstanding. In the previous NCIB (ended March 31...
ZTEST Electronics ( ZTSTF ) plans a normal course issuer bid to repurchase up to 3.13M shares (~10% of public float) between April 24, 2026 and April 23, 2027. The company will fund the buyback using existing cash reserves and is not obligated to complete the full purchase. All shares acquired under the NCIB will be cancelled, reducing total shares outstanding. In the previous NCIB (ended March 31, 2026), the company repurchased 428,500 shares at an average price of about $0.227 per share. More on ZTEST Electronics Financial information for ZTEST Electronics
AllianceBernstein Holding LP has shut its hedge fund AB Arya, the latest sign of how a lack of scale is hindering challengers to the larger multi-strat firms. The multi-manager fund was part of AllianceBernstein’s $6 billion hedge fund platform, according to a statement from the firm on Wednesday, in response to a request for comment. The firm said it anticipates 95% of liquidation proceeds will b...
AllianceBernstein Holding LP has shut its hedge fund AB Arya, the latest sign of how a lack of scale is hindering challengers to the larger multi-strat firms. The multi-manager fund was part of AllianceBernstein’s $6 billion hedge fund platform, according to a statement from the firm on Wednesday, in response to a request for comment. The firm said it anticipates 95% of liquidation proceeds will be available to distribute to clients in June. The asset manager said it remains committed to offering a range of systematic and multi-manager solutions to its clients. AB Arya invested across a variety of alternative strategies via derivatives, including equities, systematic, global macro, special situations. The fund’s closure is another sign of mounting pressure on multistrategy hedge fund challengers in a universe dominated by the likes of Millennium Management, Citadel and DE Shaw & Co. Eisler Capital closed last year after weak returns, shrinking assets and ballooning staffing costs hindered the hedge fund’s efforts to push into the multistrategy hedge fund world. Read More: Eisler to Shut Hedge Fund Amid Talent War and Poor Returns (1)
John M. Chase/iStock Unreleased via Getty Images Investment Thesis Last year, I did an article on Taiwan Semiconductors ( TSM ). And since then the company has had its share price increase by 60.63% as of writing this. Seeking Alpha In my last piece, I said that TSMC was the factory behind it all. I think that line has become even more true than when I wrote about it. The difference now is that I ...
John M. Chase/iStock Unreleased via Getty Images Investment Thesis Last year, I did an article on Taiwan Semiconductors ( TSM ). And since then the company has had its share price increase by 60.63% as of writing this. Seeking Alpha In my last piece, I said that TSMC was the factory behind it all. I think that line has become even more true than when I wrote about it. The difference now is that I am looking at a wider AI demand set that I did before. And this is because, back then I was mostly focused on how more enterprise AI adoption would translate into more GPUs, more HBMs and more data center deployments. I think that was right. But clearly not the full picture. What I had not focused on enough is what happens when AI stops being a tool that simply answers prompts and starts acting like a system that plans, executes and coordinates work. I am saying this because I note that in the just recent 1Q 2026 earnings call, management said that the shift is from query mode to command and action mode as noted by the CEO, Che-Chia Wei; ...The shift from generative AI and the query mode to agentic AI and command and action mode is leading to another step-up in the amount of tokens being consumed. This is driving the need for more and more computation, which supports the robust demand for leading-edge silicon... To me this matters a lot because more tokens usually mean more compute. And more compute means more silicon. And just to be clear, not just in one form. It means more accelerator demand, more memory related content, more high end packaging and more supporting compute around the AI stack. This leads me to the heart of my thesis and why I am reiterating my Buy rating. TSM is no longer just the company that benefits when Nvidia ( NVDA ) ships another GPU cycle. I believe it is increasingly the company that benefits when the whole AI system becomes more complex. And when hyperscalers deploy more custom ASICs, TSM wins. When they need more HBM base dies. Again, TSM wins....
John M. Chase/iStock Unreleased via Getty Images Investment Thesis Last year, I did an article on Taiwan Semiconductors ( TSM ). And since then the company has had its share price increase by 60.63% as of writing this. Seeking Alpha In my last piece, I said that TSMC was the factory behind it all. I think that line has become even more true than when I wrote about it. The difference now is that I ...
John M. Chase/iStock Unreleased via Getty Images Investment Thesis Last year, I did an article on Taiwan Semiconductors ( TSM ). And since then the company has had its share price increase by 60.63% as of writing this. Seeking Alpha In my last piece, I said that TSMC was the factory behind it all. I think that line has become even more true than when I wrote about it. The difference now is that I am looking at a wider AI demand set that I did before. And this is because, back then I was mostly focused on how more enterprise AI adoption would translate into more GPUs, more HBMs and more data center deployments. I think that was right. But clearly not the full picture. What I had not focused on enough is what happens when AI stops being a tool that simply answers prompts and starts acting like a system that plans, executes and coordinates work. I am saying this because I note that in the just recent 1Q 2026 earnings call, management said that the shift is from query mode to command and action mode as noted by the CEO, Che-Chia Wei; ...The shift from generative AI and the query mode to agentic AI and command and action mode is leading to another step-up in the amount of tokens being consumed. This is driving the need for more and more computation, which supports the robust demand for leading-edge silicon... To me this matters a lot because more tokens usually mean more compute. And more compute means more silicon. And just to be clear, not just in one form. It means more accelerator demand, more memory related content, more high end packaging and more supporting compute around the AI stack. This leads me to the heart of my thesis and why I am reiterating my Buy rating. TSM is no longer just the company that benefits when Nvidia ( NVDA ) ships another GPU cycle. I believe it is increasingly the company that benefits when the whole AI system becomes more complex. And when hyperscalers deploy more custom ASICs, TSM wins. When they need more HBM base dies. Again, TSM wins....
Let's start with a fun and surprising fact: Etsy (NYSE: ETSY) has never stopped growing. Shares of the arts-and-crafts online marketplace operator have fallen 53% since its 2023 high -- and down a blistering 77% from its all-time peak in late 2021 -- but Etsy has found a way to deliver positive annual revenue growth. It may not be much these days. Etsy has rattled off three consecutive years of si...
Let's start with a fun and surprising fact: Etsy (NYSE: ETSY) has never stopped growing. Shares of the arts-and-crafts online marketplace operator have fallen 53% since its 2023 high -- and down a blistering 77% from its all-time peak in late 2021 -- but Etsy has found a way to deliver positive annual revenue growth. It may not be much these days. Etsy has rattled off three consecutive years of single-digit top-line growth. Making matters worse, gross merchandise sales (GMS) -- the lifeblood of its platform -- have declined slightly in each of those three years. Etsy is finding ways to grow through digital storefront sluggishness by broadening its offerings and increasing its take rate, but the latter could be problematic down the line. The last couple of times that it raised seller fees in 2018 and 2022, many artisans on the platform threatened to strike or walk. Image source: Getty Images. Continue reading