Bloomberg’s Caroline Hyde and Ed Ludlow discuss Amazon’s plan to buy satellite operator Globalstar in a $11.6 billion deal. Plus, Lucid's New Incoming CEO Silvio Napoli discusses the company’s fresh injection of capital and deeper robotaxi push. And the US Treasury Department is looking to use Anthropic's Mythos AI model to find vulnerabilities in its systems, according to a source. (Source: Bloom...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Amazon’s plan to buy satellite operator Globalstar in a $11.6 billion deal. Plus, Lucid's New Incoming CEO Silvio Napoli discusses the company’s fresh injection of capital and deeper robotaxi push. And the US Treasury Department is looking to use Anthropic's Mythos AI model to find vulnerabilities in its systems, according to a source. (Source: Bloomberg)
hxdbzxy/iStock via Getty Images As Q1 2026 earnings season approaches, the utilities sector is arriving at reporting season from a position of notable strength, the S&P 500 Utilities Index gained 8.3% in Q1 2026, significantly outperforming the broader market as investors rotated into defensive, income-generating names amid macroeconomic uncertainty. This makes upward EPS revisions a particularly ...
hxdbzxy/iStock via Getty Images As Q1 2026 earnings season approaches, the utilities sector is arriving at reporting season from a position of notable strength, the S&P 500 Utilities Index gained 8.3% in Q1 2026, significantly outperforming the broader market as investors rotated into defensive, income-generating names amid macroeconomic uncertainty. This makes upward EPS revisions a particularly valuable signal of where analyst conviction is building. Within the large-cap communication services space, that signal is notably rare: only two stocks have earned an "A" EPS revision grade from Seeking Alpha, reflecting the selective nature of analyst optimism in this segment of the market. The list contains Essential Utilities, Inc. ( WTRG ), a water utilities company with a market cap of $11.22 billion and an EPS revision grade of A+. Following closely is Consolidated Edison, Inc. ( ED ), a multi-utilities company valued at $41.22 billion with an EPS revision grade of A-. Essential Utilities, Inc. ( WTRG ) - EPS revision grade: A+ Consolidated Edison, Inc. ( ED ) - EPS revision grade: A- Utilities ETFs: ( XLU ), ( VPU ), ( FUTY ), ( IDU ), ( FXU ), and ( JXI ) More on utilities Finding The Opportunities After The Selloff And End Of The War GUT Is Good, But XLU Is Better IDU: Strong Utility Holdings Support Long-Term Upside Mid-cap utilities stocks with A grade EPS revisions as earnings season begins Small-cap utilities stocks with A grade EPS revisions as earnings season begins
The International Monetary Fund downgraded its growth projection for the year after the war in the Middle East triggered a major oil shock and included the possibility of a downturn if the conflict drags on and energy infrastructure is severely damaged. European Commissioner for Economy and Productivity Valdis Dombrovskis joins "Balance of Power" to discuss the IMF news as well the Ukraine war imp...
The International Monetary Fund downgraded its growth projection for the year after the war in the Middle East triggered a major oil shock and included the possibility of a downturn if the conflict drags on and energy infrastructure is severely damaged. European Commissioner for Economy and Productivity Valdis Dombrovskis joins "Balance of Power" to discuss the IMF news as well the Ukraine war impact on the EU economy. (Source: Bloomberg)
May NY world sugar #11 (SBK26 ) on Tuesday closed up +0.20 (+1.46%), and May London ICE white sugar #5 (SWK26 ) closed up +13.00 (+3.16%). Sugar prices recovered from 6-week lows on Tuesday and rallied sharply after the dollar index ($DXY ) tumbled to a 6-week low, which sparked...
May NY world sugar #11 (SBK26 ) on Tuesday closed up +0.20 (+1.46%), and May London ICE white sugar #5 (SWK26 ) closed up +13.00 (+3.16%). Sugar prices recovered from 6-week lows on Tuesday and rallied sharply after the dollar index ($DXY ) tumbled to a 6-week low, which sparked...
May ICE NY cocoa (CCK26 ) on Tuesday closed up +279 (+8.51%), and May ICE London cocoa #7 (CAK26 ) is up +161 (+6.57%). Cocoa prices rallied sharply on Tuesday to 1.75-month highs on hopes that the recent plunge in prices sparked a rebound in cocoa demand. On Tuesday, Malaysia...
May ICE NY cocoa (CCK26 ) on Tuesday closed up +279 (+8.51%), and May ICE London cocoa #7 (CAK26 ) is up +161 (+6.57%). Cocoa prices rallied sharply on Tuesday to 1.75-month highs on hopes that the recent plunge in prices sparked a rebound in cocoa demand. On Tuesday, Malaysia...
May arabica coffee (KCK26 ) on Tuesday closed up +1.80 (+0.60%), and May ICE robusta coffee (RMK26 ) closed up +107 (+3.19%). Coffee prices settled higher on Tuesday, with robusta up sharply at a 1-week high. Reduced coffee supplies from Brazil are supporting prices after Cecafe reported on Tuesday that...
May arabica coffee (KCK26 ) on Tuesday closed up +1.80 (+0.60%), and May ICE robusta coffee (RMK26 ) closed up +107 (+3.19%). Coffee prices settled higher on Tuesday, with robusta up sharply at a 1-week high. Reduced coffee supplies from Brazil are supporting prices after Cecafe reported on Tuesday that...
FOSTER CITY, Calif., April 14, 2026 (GLOBE NEWSWIRE) -- Geron Corporation (Nasdaq: GERN), a commercial stage biopharmaceutical company, today reported that it granted an equity award in the form of a stock option to purchase 2,500,000 shares of Geron common stock to Timothy Williams, Geron’s new Executive Vice President, Chief Legal Officer and Corporate Secretary, as an inducement material to his...
FOSTER CITY, Calif., April 14, 2026 (GLOBE NEWSWIRE) -- Geron Corporation (Nasdaq: GERN), a commercial stage biopharmaceutical company, today reported that it granted an equity award in the form of a stock option to purchase 2,500,000 shares of Geron common stock to Timothy Williams, Geron’s new Executive Vice President, Chief Legal Officer and Corporate Secretary, as an inducement material to his acceptance of employment with Geron.
Reduced Cash Burn and Expansion Across Multiple Revenue Channels Support a More Efficient Growth Model Reduced Cash Burn and Expansion Across Multiple Revenue Channels Support a More Efficient Growth Model
Reduced Cash Burn and Expansion Across Multiple Revenue Channels Support a More Efficient Growth Model Reduced Cash Burn and Expansion Across Multiple Revenue Channels Support a More Efficient Growth Model
undrey/iStock via Getty Images As the market pivots from a risk-off attitude and back to a growth mindset, one of the best ways that investors can position themselves for upside is to look for single-stock rebound plays. Though the S&P 500 is now back into positive territory for the year, plenty of individual stocks, particularly small- and mid-cap growth stocks, remain in deep value territory. Re...
undrey/iStock via Getty Images As the market pivots from a risk-off attitude and back to a growth mindset, one of the best ways that investors can position themselves for upside is to look for single-stock rebound plays. Though the S&P 500 is now back into positive territory for the year, plenty of individual stocks, particularly small- and mid-cap growth stocks, remain in deep value territory. Rent the Runway ( RENT ), a clothing subscription service, has been substantially hard hit. The stock is down ~35% since the start of the year, even as growth rates have seen meaningful recent acceleration. Data by YCharts I wrote a "Buy" article on Rent the Runway in 2024, when the stock was trading in the ~$20s. Needless to say, this was a poor call at the time. However, such a deep fall in share prices also warrants a look with fresh eyes. Today, while I certainly acknowledge the risks that Rent the Runway shoulders (including heightened inventory, a cash-constrained balance sheet, and thin margins), I also see a company that is regaining momentum with consumers and has a chance to scale. With this in mind, I'm dropping my rating on this stock to "N eutral." The company just reported Q4 results, and though growth far exceeded expectations, investors soured on expectations for thin margins yet again in FY26. To me, Rent the Runway is a "watch and wait" stock: I want to see more proof that the company can boost its margins and continue investing in inventory at the same time. Growth acceleration buoyed by a deeper bench of inventory Let's start first with the positives of Rent the Runway. Amid a very tough retail environment, Rent the Runway's active subscribers have grown tremendously over the past year. Take a look at the quarterly trends below: Rent the Runway Active Sub Trends (Rent the Runway Q4 Earnings Deck) In Q4 (the fiscal quarter ending in January), the company's active subs grew 20% y/y to 184 million. Growth accelerated eight points versus 12% y/y growth in Q3 a...