In this article IGV BE ORCL Follow your favorite stocks CREATE FREE ACCOUNT K.R. Sridhar Cameron Costa | CNBC Oracle is poised to make a quick buck off an investment in Bloom Energy . On Thursday, Oracle was issued a warrant to purchase up to 3.53 million shares of the fuel cell maker at $113.28 a share, for a total investment of $400 million, as part of an agreement announced in October. After th...
In this article IGV BE ORCL Follow your favorite stocks CREATE FREE ACCOUNT K.R. Sridhar Cameron Costa | CNBC Oracle is poised to make a quick buck off an investment in Bloom Energy . On Thursday, Oracle was issued a warrant to purchase up to 3.53 million shares of the fuel cell maker at $113.28 a share, for a total investment of $400 million, as part of an agreement announced in October. After the close of trading on Monday, the two companies said they're expanding a prior partnership, with Oracle contracting 1.2 gigawatts of capacity from Bloom. Shares of Bloom soared 15% on the announcement, lifting the stock to almost $203 and marking a $316 million gain for Oracle over the warrant price. Oracle has until Oct. 9 to exercise the warrant. In total, Oracle intends to procure up to 2.8 gigawatts of Bloom systems, according to Monday's statement. The software company has contracted for 1.2 gigawatts, with plans to finish the deployment in 2027. The companies first came together in July , when Bloom said it would be delivering energy to U.S. Oracle data centers within 90 days. "By rapidly deploying Bloom's reliable, efficient fuel cell energy, we are quickly meeting the demands of our customers across the United States," said Mahesh Thiagarajan, executive vice president for Oracle Cloud Infrastructure, in Monday's statement. Oracle was already having a good day. The stock jumped almost 13% in regular trading as investors snapped up shares of software companies that have been beaten down on AI concerns. Oracle's stock is down 20% for the year even after the rally, though it got another 1.5% bump in extended trading. Bloom has been a major beneficiary of the AI boom as data center developers look for alternative forms of energy to meet surging demand. The company's fuel cells provide on-site power that can be quickly installed because they don't rely on a connection to the electric grid. Shares of Bloom nearly quadrupled in 2025 and were up more than 100% this year as o...
Stocks in Asia were set to advance, tracking Wall Street gains as US President Donald Trump raised hopes for an Iran deal even as a blockade of the Strait of Hormuz took effect. Equity-index futures for Japan, Hong Kong and Australia all climbed. Contracts for US benchmarks were steady after the S&P 500 Index finished up 1%, extending a rally that’s erased its losses triggered by the Iran conflict...
Stocks in Asia were set to advance, tracking Wall Street gains as US President Donald Trump raised hopes for an Iran deal even as a blockade of the Strait of Hormuz took effect. Equity-index futures for Japan, Hong Kong and Australia all climbed. Contracts for US benchmarks were steady after the S&P 500 Index finished up 1%, extending a rally that’s erased its losses triggered by the Iran conflict. Oil opened lower in early trading, after paring earlier gains on Monday. The moves followed Trump’s claim that Iran had reached out to his administration on potential peace talks, as the US began a naval blockade of Hormuz in the war’s seventh week. With Tehran yet to confirm further discussions, investors remained wary of renewed volatility as the risk of escalation lingers. “The oil retracement, in combination with bearish positioning, has fueled the equity rebound,” said JonesTrading Chief Market Strategist Michael O’Rourke . “Overall, investors doubt the veracity of headlines, but they don’t want to be caught on the wrong side of them either.” Since the US and Israel launched the war in late February, the Trump administration has taken repeated steps to contain prices, including coordinating the largest-ever release of global emergency reserves. It has also eased some sanctions on Iranian oil shipments at sea in an effort to curb surges. Still, crude is holding near $100 a barrel on both benchmarks. The blockade marks Trump’s latest attempt to pressure Iran to loosen its grip on the strait, a chokepoint through which about a fifth of global oil and liquefied natural gas flows. Since the US action, at least two tankers appear to have abandoned planned transits after a military deadline to exit Iranian waters passed, underscoring the growing disruption to shipping. Oil prices have pulled back amid speculation that Trump is still eager to extricate himself from the conflict. The blockade may also be designed to pressure Beijing — which buys oil from Iran — into playing a...
MASLD affects one in six people now and is projected to rise because of population growth, obesity and high blood sugar Metabolic liver disease will affect 1.8 billion people worldwide by 2050, driven by rising obesity and blood sugar levels, a study suggests. Metabolic dysfunction-associated steatotic liver disease (MASLD), previously known as non-alcoholic fatty liver disease (NAFLD), is one of ...
MASLD affects one in six people now and is projected to rise because of population growth, obesity and high blood sugar Metabolic liver disease will affect 1.8 billion people worldwide by 2050, driven by rising obesity and blood sugar levels, a study suggests. Metabolic dysfunction-associated steatotic liver disease (MASLD), previously known as non-alcoholic fatty liver disease (NAFLD), is one of the most prevalent and rapidly growing liver conditions globally, according to the research. Continue reading...
Daniel Grizelj/DigitalVision via Getty Images "Consumer prices soared in March, pushed higher by skyrocketing gasoline prices." Consumer price index (Wall Street Journal) This quote is from Konrad Putzier in the Wall Street Journal . Overall inflation, year-over-year, came in at 3.3 percent in March, up from 2.4 percent, year-over-year, in February. "Core" inflation rose 2.6 percent in March, down...
Daniel Grizelj/DigitalVision via Getty Images "Consumer prices soared in March, pushed higher by skyrocketing gasoline prices." Consumer price index (Wall Street Journal) This quote is from Konrad Putzier in the Wall Street Journal . Overall inflation, year-over-year, came in at 3.3 percent in March, up from 2.4 percent, year-over-year, in February. "Core" inflation rose 2.6 percent in March, down from 2.7 percent in February. Energy prices...up 12.5 percent, year-over-year, in March. They were up 0.5 percent in February. Gasoline prices rose 18.9 percent year-over-year. Fuel oil jumped 44.2 percent. Analysts have been saying that inflation is going to return. Well, it looks as if inflation has returned. Or, we all should be looking out for the reality that inflation has returned. The thing is that Trump and his team have "messed around" with so many things, tariffs and all, that there are a lot of places that seem to be showing the outbreak of inflation once again. But the full experience of a return to inflation will only be confirmed with a sustained rise in prices. Mr. Putzier writes that "If energy prices remain high, that could filter through to higher prices for food--fertilizer is made from natural gas--and other goods." Putzier quotes Lindsey Piegza, chief economist at Stifel: "We won't feel the bulk of that for perhaps a month or two." And then there is the question mark about what is going to happen to monetary policy. In the last couple of months, the Federal Reserve has moved back into a stance of quantitative easing. Since early December 2025, the Fed has begun to add securities to its securities held outright. The increase has been pretty aggressive, especially since Trump began his little "battle" with Iran. The "war" began on February 28, 2026, and more purchases followed. This is the result that the President seemed to want . Securities Held Outright (Federal Reserve) It seems that the stock market has gotten with these moves and started to move up...
Uber (NYSE:UBER) primarily connects consumers with independent drivers for everyday ridesharing services, pairs users with local restaurants and grocers for home delivery, and matches global freight carriers with various commercial shippers. The company recently deployed commercial robotaxis in Dubai and acquired multiple retail delivery portfolios across international markets, ultimately reportin...
Uber (NYSE:UBER) primarily connects consumers with independent drivers for everyday ridesharing services, pairs users with local restaurants and grocers for home delivery, and matches global freight carriers with various commercial shippers. The company recently deployed commercial robotaxis in Dubai and acquired multiple retail delivery portfolios across international markets, ultimately reporting a net income margin of about 2% for the quarter ended Dec. 31, 2025. Airbnb (NASDAQ:ABNB) operates a global online marketplace that connects property hosts offering private rooms and entire vacation homes with travelers seeking short-term residential accommodations and local travel experiences. Continue reading
Getty Images Introduction A10 Networks ( ATEN ) will be reporting its Q1 ’26 numbers on April 28, about a year since my last update on the company. I thought I’d go through the numbers on what to expect and what I am looking out for in terms of outlook and key growth drivers. I don’t think there is an appealing reason to buy the company before it reports, as I would need to see a lot more improvem...
Getty Images Introduction A10 Networks ( ATEN ) will be reporting its Q1 ’26 numbers on April 28, about a year since my last update on the company. I thought I’d go through the numbers on what to expect and what I am looking out for in terms of outlook and key growth drivers. I don’t think there is an appealing reason to buy the company before it reports, as I would need to see a lot more improvements in profitability and to see sustained top-line growth. What to Expect Analysts are expecting the company to make around $0.13 and $0.23, in GAAP and Non-GAAP EPS, respectively, on around $72.6 million in revenues. Sequentially, that is around a 10% decline and around a 10% increase y/y. The annual growth rate is mostly in line with all the rest of the quarters over the last year, on average. It would be interesting to see what the management has guided for the upcoming quarter, but unfortunately, the management doesn’t get into specifics and focuses on the full year ahead. For the full year, the management expects the company to see revenue growth between 10%-12%, which, if we look at consensus revenue estimates, is in line, as on average, revenue growth is estimated to be 10.80% for 2026. Gross margins are expected to be in line with historical trends, which is in the range of 80%-82%, while EPS growth is expected to exceed the revenue growth rate, at 12%-14%. If we look back over the last 10 quarters to see how well the company performed against expectations, we can see that analysts are usually too pessimistic. Over the last 10 quarters, ATEN beat revenue estimates 80% of the time and beat EPS 90% of the time. Seeking Alpha It is rather likely that the next quarter will be more of the same. I don’t see anything that would indicate otherwise. The company has been quite consistent in its growth aspects, steadily growing at low double-digits, and in 2026, it is looking to be the same. Is that a bad thing? Not necessarily. A steady top- and bottom-line progression, even...