GoodLifeStudio/iStock via Getty Images Swarmer Is Highly Speculative And Valuation Expectations Are Extreme Swarmer, Inc. ( SWMR ) has filed to raise $15 million from the sale of its common stock in a U.S. IPO, according to an S-1/A registration statement . The company has developed drone automation software for military applications. Swarmer has little revenue, high losses, numerous and wide-rang...
GoodLifeStudio/iStock via Getty Images Swarmer Is Highly Speculative And Valuation Expectations Are Extreme Swarmer, Inc. ( SWMR ) has filed to raise $15 million from the sale of its common stock in a U.S. IPO, according to an S-1/A registration statement . The company has developed drone automation software for military applications. Swarmer has little revenue, high losses, numerous and wide-ranging risks and is seeking an excessive valuation at IPO. While the technology may be interesting, the business is too early to be investable in the public markets. My opinion is to Sell (avoid) the SWMR IPO. What Does Swarmer Do? The company is creating its autonomous swarm software platform that promises to enable operators to manage up to hundreds of drones in a combat environment. The company's offerings include the following systems: STYX AI Command & Control System MINAS Autonomy and Collaboration AI TRIDENT Embedded Drone Operating System. Management believes the conflict in Ukraine has "fundamentally validated drone warfare concepts and accelerated military adoption globally," thus increasing the potential demand for its software systems for the U.S., NATO allies and other democratic nations who have identified autonomous drone operations as a "critical capability…requiring immediate investment." Slightly more of the company's revenue contribution is recognized over time rather than all at once, per the pie chart below: SEC As to potential future revenue, Swarmer management says it has: ...firm commitments, representing executed contracts for software licenses, hardware integration services, and system deliveries which are projected by our customers to take place over the subsequent 12 to 24 months, totaling $16.3 million in projected revenue. We also expect to receive an additional $16.8 million in anticipated revenue over the same timeframe as outlined in memoranda of understanding with certain of our existing customers... (Source - SEC.) What Is Swarmer’s Market? T...
The Good Brigade The stocks of card payment networks extended their decline on Tuesday after a research report on Sunday revived fears that stablecoin-based technology will obviate the need for traditional card networks. Mastercard ( MA ) stock fell 0.4% in Tuesday morning trading after diving 5.8% on Monday. Visa ( V ) stock slipped 0.3% after losing 4.5%, and American Express ( AXP ) declined 0....
The Good Brigade The stocks of card payment networks extended their decline on Tuesday after a research report on Sunday revived fears that stablecoin-based technology will obviate the need for traditional card networks. Mastercard ( MA ) stock fell 0.4% in Tuesday morning trading after diving 5.8% on Monday. Visa ( V ) stock slipped 0.3% after losing 4.5%, and American Express ( AXP ) declined 0.4% after a 7.2% drop on Monday. Capital One Financial ( COF ), which owns the Discover card network, was the only one to reverse Monday's downward trajectory, rising 1.1% after an 8.8% slide in the previous session. On Monday, Citrini Research released a hypothetical scenario on the disruption that agentic AI and stablecoins might cause in the enterprise software and payment sphere. The report took the form of what a research note from June 2028 might look like. Specific to credit card payment stocks, the note theorizes that agentic AI turned to stablecoin-based systems to execute transactions more cheaply. The Citrini note pointed out, "What follows is a scenario, not a prediction." The authors framed the memo as brainstorming the answer to, "What if our AI bullishness continues to be right…and what if that’s actually bearish?" Recall that this is not the first time that card payment network stocks have swooned on such a report. In June 2025, Visa ( V ), Mastercard, and many fintech payment stocks dropped after the Wall Street Journal reported that major U.S. retailers were exploring uses for stablecoins that could transform their payment systems and skirt traditional payment rails. To be fair, the major payment networks, including Mastercard ( MA ) and Visa ( V ), are exploring the use of stablecoins for transactions. More on Mastercard, Visa, etc. A World-Class Business With Compelling Total Return Potential: Visa American Express Outlook Remains Positive Despite Recent Volatility Visa to offer stablecoin settlement for US banks via Circle's USDC
Meta Platforms (META) announced a new AI chip partnership with Advanced Micro Devices (AMD) that is reported to be worth $100 billion. Sevens Report Research founder Tom Essaye joins the live show with Yahoo Finance Markets and Data Editor Jared Blikre, and Yahoo Finance Senior Markets Reporter Ines Ferré to break down the deal, saying it is "a shot across the bow" for Nvidia (NVDA), as chipmakers...
Meta Platforms (META) announced a new AI chip partnership with Advanced Micro Devices (AMD) that is reported to be worth $100 billion. Sevens Report Research founder Tom Essaye joins the live show with Yahoo Finance Markets and Data Editor Jared Blikre, and Yahoo Finance Senior Markets Reporter Ines Ferré to break down the deal, saying it is "a shot across the bow" for Nvidia (NVDA), as chipmakers compete aggressively for a limited pool of hyperscaler customers building out AI data centers. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.
jetcityimage Despite indications that mall traffic improved in 2025—especially during the holiday season—Dillard's experienced a decline in both comparable store sales and total revenue, leading to a modest erosion in the company’s profitability in the fourth quarter and driving shares as much as 10% lower during Tuesday’s trading session. Shares opened below the 100-day moving average for the fir...
jetcityimage Despite indications that mall traffic improved in 2025—especially during the holiday season—Dillard's experienced a decline in both comparable store sales and total revenue, leading to a modest erosion in the company’s profitability in the fourth quarter and driving shares as much as 10% lower during Tuesday’s trading session. Shares opened below the 100-day moving average for the first time since May. For the quarter ending January 31, retail sales were down 1%, noting that sales in over a third of the company’s stores were disrupted by a winter storm in the third weekend of January. By category, sales increased moderately in ladies’ accessories and lingerie, were unchanged in shoes, and declined in most of the other categories, including men’s, ladies’ and children’s apparel, furniture, cosmetics, and men’s accessories. Accordingly, overall sales were down 3% to $1.99B, missing estimates by $40M. Net income for the fourth quarter was also down year-over-year to $203.7M, or $13.05 per share, down 3.2% from the same quarter last year but $1.56 better than anticipated. Consolidated gross margin for the quarter increased 50 basis points to 35.4%, while retail gross margin remained unchanged at 36.1%. Compared to the prior year's fourth quarter, retail gross margin increased moderately in ladies’ apparel and juniors’ and children’s apparel. Retail gross margin was unchanged in ladies’ accessories and lingerie, shoes, cosmetics, and home and furniture. Retail gross margin declined moderately in men’s apparel and accessories. Pressure on Dillard's ( DDS ) shares is weighing on Kohl's ( KSS ) and Macy's ( M ) in sympathy. More on Dillard's Dillard's: Department Store Stock Has Outperformed The Mag 7, Can It Continue? Dillard's GAAP EPS of $13.05 beats by $1.56, revenue of $1.99B misses by $40M This department store stock has outperformed Nvidia, Tesla, Broadcom, and Bitcoin over the last five years Seeking Alpha’s Quant Rating on Dillard's Historical earnings...
Nancy Guthrie has been missing for three weeks and officials believe she was kidnapped from her Arizona home Savannah Guthrie’s family has offered up to $1m for information leading to the return of her 84-year-old mother, Nancy, who has been missing since 1 February. The NBC Today show host posted the offer in a video on Instagram Tuesday, more than three weeks after Nancy’s disappearance. “Someon...
Nancy Guthrie has been missing for three weeks and officials believe she was kidnapped from her Arizona home Savannah Guthrie’s family has offered up to $1m for information leading to the return of her 84-year-old mother, Nancy, who has been missing since 1 February. The NBC Today show host posted the offer in a video on Instagram Tuesday, more than three weeks after Nancy’s disappearance. “Someone out there knows something that can bring her home,” Guthrie says in the clip. “We are begging you to please come forward now. Continue reading...
Leading designer of graphics chips Nvidia (NASDAQ:NVDA) will be announcing earnings results tomorrow after market hours. Here’s what investors should know.
Leading designer of graphics chips Nvidia (NASDAQ:NVDA) will be announcing earnings results tomorrow after market hours. Here’s what investors should know.