India and the UK formed a task force to develop offshore wind projects in the South Asian country, which is looking to harness at least 71 gigawatts of potential energy off its coastlines. The partnership is a working mechanism to develop India’s offshore wind ecosystem, India’s Renewables Minister Pralhad Joshi said in a statement Wednesday. While UK, the world’s second-biggest developer of wind ...
India and the UK formed a task force to develop offshore wind projects in the South Asian country, which is looking to harness at least 71 gigawatts of potential energy off its coastlines. The partnership is a working mechanism to develop India’s offshore wind ecosystem, India’s Renewables Minister Pralhad Joshi said in a statement Wednesday. While UK, the world’s second-biggest developer of wind turbines in the sea, can help with supply chains, India offers scale and long-term demand for the projects, the statement said. With onshore turbines struggling with right-of-way challenges and shrinking space in high-wind zones, offshore projects are gaining increasing prominence in the country’s policymaking. Companies, including Reliance Industries Ltd. and state energy giants NTPC Ltd. and Oil & Natural Gas Corp. have shown interest in building these projects and Finance Minister Nirmala Sitharaman in her 2024 budget speech said the government was keen to support the industry. Still, the nation has struggled to get any project underway after the first tender in 2024 failed to atract bids. Offshore wind projects “rely on a complex ecosystem of seasoned developers bringing lessons from mature markets, specialised engineering contractors, robust supply chains and banks willing to shoulder risk,” energy research firm Ember wrote in a note in November . “So far, this has proved elusive in India, which is why even the best-intentioned policies and auctions have failed to translate into active projects.” The partnership with the UK will help design a revenue-generating market mechanism, develop local supply chains and mobilize long-term institutional finance, according to the statement. Offshore wind can support India’s green hydrogen projects, it said, most of which are coming up along its coast to access export markets.
Iryna Drozd/iStock via Getty Images Americans enrolled in private Medicare Advantage plans continued to grow from 2025 to 2026 but at a slower pace as nearly all health insurers, including UnitedHealth ( UNH ) and CVS Health ( CVS ), pulled back from the market, Stat News reported, citing new federal data. As of Feb. 1, approximately 35.5M Americans were enrolled in Medicare Advantage, a governmen...
Iryna Drozd/iStock via Getty Images Americans enrolled in private Medicare Advantage plans continued to grow from 2025 to 2026 but at a slower pace as nearly all health insurers, including UnitedHealth ( UNH ) and CVS Health ( CVS ), pulled back from the market, Stat News reported, citing new federal data. As of Feb. 1, approximately 35.5M Americans were enrolled in Medicare Advantage, a government-funded healthcare program that mainly caters to older adults and people with disabilities. That indicates nearly 3% growth from last year, when there were roughly 34.4M MA enrollments. Historically, MA annual enrollment growth stood at 7%–10% between 2017 and 2024. Stat reported adding that the annual enrollment period, which runs from October 15 to December 7 each year, showed only a 1% increase in MA enrollments in 2025. According to the analysis, nearly all health insurers cut their enrollments, while Humana ( HUM ) increased its numbers. UnitedHealth ( UNH ) is the largest operator in the MA market, followed by Humana ( HUM ). CVS Health’s ( CVS ) Aetna unit, Clover Health ( CLOV ), and Alignment Healthcare ( ALHC ) are among other players in the MA market. More on UnitedHealth, CVS, etc. UnitedHealth: Compelling Value Proposition, But Risks Greatly Elevated UnitedHealth: 3 Reasons Not To Buy (Revisited) Humana Inc. (HUM) Q4 2025 Earnings Call Transcript Tiger Global takes new stakes in WLTH, trims NVDA, AMZN, and MSFT among Q4 moves Earnings Scorecard: Healthcare sector shows strong top-line pulse
RHJ Fusion Fuel Green ( HTOO ) +11.8% pre-market Wednesday after saying it agreed to acquire a controlling interest in Royal Uranium Inc., a portfolio of uranium royalties spanning the exploration and development sectors of the mining cycle, in a deal that values the Canadian company at ~ $15M. Under the deal terms, Royal Uranium’s shareholders will exchange more than 78.5M common shares for up to...
RHJ Fusion Fuel Green ( HTOO ) +11.8% pre-market Wednesday after saying it agreed to acquire a controlling interest in Royal Uranium Inc., a portfolio of uranium royalties spanning the exploration and development sectors of the mining cycle, in a deal that values the Canadian company at ~ $15M. Under the deal terms, Royal Uranium’s shareholders will exchange more than 78.5M common shares for up to ~3.75M Fusion Fuel ( HTOO ) shares or equivalent pre-funded warrants. Fusion Fuel ( HTOO ) said the acquisition will bring a 75%-100% stake in Royal Uranium and exposure to a portfolio of 16 uranium and three natural gas royalties in the Americas "from some of the globe's most significant uranium miners operating projects located in world-class uranium districts." "By agreeing to acquire exposure to uranium and clean energy royalties, we are entering an asset class that is experiencing strong structural growth and is increasingly central to global energy development," Fusion Fuel ( HTOO ) CEO JP Backwell said. More on Fusion Fuel Green Seeking Alpha's Quant Rating on Fusion Fuel Green Financial information for Fusion Fuel Green
Ternium ( TX ) declares proposes $1.80/ADS interim dividend or $353M dividend payout. The interim dividend is payable on May 15; for shareholders of record May 14; ex-div May 14. Ternium's board of directors proposed the payment of an annual dividend of $2.70 per ADS ($0.27 per share), or $530 million based on total shares of common stock outstanding, net of treasury shares. The annual dividend of...
Ternium ( TX ) declares proposes $1.80/ADS interim dividend or $353M dividend payout. The interim dividend is payable on May 15; for shareholders of record May 14; ex-div May 14. Ternium's board of directors proposed the payment of an annual dividend of $2.70 per ADS ($0.27 per share), or $530 million based on total shares of common stock outstanding, net of treasury shares. The annual dividend of $2.70 includes the interim dividend of $0.90 per ADS ($0.09 per share), or $177 million, paid in the fourth quarter of 2025. See TX Dividend Scorecard, Yield Chart, & Dividend Growth. More on Ternium Ternium Hit Hard By Trade-Driven Market Issues, But Not Out Of The Game Ternium GAAP EPADS of $0.62 misses by $0.28, revenue of $3.77B misses by $10M Ternium Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Ternium Historical earnings data for Ternium
Troubadour Resources ( TR:CA ) (OTC PINK:TROUF) on Wednesday said that it plans a non-brokered private placement of up to 150 million units at $0.02 per unit for gross proceeds of up to $3 million. Each unit will consist of one common share and one warrant exercisable at $0.025 per share for 24 months. The company also announced a non-brokered flow-through private placement of up to 24 million uni...
Troubadour Resources ( TR:CA ) (OTC PINK:TROUF) on Wednesday said that it plans a non-brokered private placement of up to 150 million units at $0.02 per unit for gross proceeds of up to $3 million. Each unit will consist of one common share and one warrant exercisable at $0.025 per share for 24 months. The company also announced a non-brokered flow-through private placement of up to 24 million units at $0.025 per unit for gross proceeds of up to $600,000. Proceeds from the main offering will be used for general corporate and administrative purposes, while flow-through proceeds will be used to incur eligible Canadian exploration expenses, the company said. Closing of the offerings is subject to regulatory approvals, including acceptance by the TSX Venture Exchange. TROUF closed +1.66% at $0.0183. Source: Press Release More on Troubadour Resources Inc. Seeking Alpha’s Quant Rating on Troubadour Resources Inc. Financial information for Troubadour Resources Inc.
Sam Wanamaker Playhouse, London The Black Panther actor’s melding of social commentary and Shakespearean themes is sometimes opaque yet undeniably poetic Chadwick Boseman was not only an accomplished actor and Marvel superhero before his untimely death in 2020. Perhaps best known as T’Challa in Black Panther, he was also a writer – and this 2005 play bares all the lost promise of his talents. It i...
Sam Wanamaker Playhouse, London The Black Panther actor’s melding of social commentary and Shakespearean themes is sometimes opaque yet undeniably poetic Chadwick Boseman was not only an accomplished actor and Marvel superhero before his untimely death in 2020. Perhaps best known as T’Challa in Black Panther, he was also a writer – and this 2005 play bares all the lost promise of his talents. It is an ambitious, sprawling, music-filled story of a Black woman, Azure (Selina Jones), mourning her fiance, Deep (Jayden Elijah), who has been killed by a police officer. Inspired by the 2000 death of a university student, Prince Jones, it splices the theme of police violence in the US with a Shakespearean plot of jealousy, injustice, revenge and grief. Continue reading...
Corning's pivot to AI darling may have surprised some long-time investors, but the company's massive rally is real: is there an opportunity to buy in now?
Corning's pivot to AI darling may have surprised some long-time investors, but the company's massive rally is real: is there an opportunity to buy in now?
Hiroshi Watanabe/DigitalVision via Getty Images Investment Rating - "Buy" Credo Technology Group Holding ( CRDO ) is focusing on Active Electrical Cable (AEC) products that basically manage data traffic at incredible speeds (up to 1.6 Terabits per second). Their AECs are in high demand from data centers and hyperspaces that require a lot of compute power to train LLMs and run AI-driven apps (and n...
Hiroshi Watanabe/DigitalVision via Getty Images Investment Rating - "Buy" Credo Technology Group Holding ( CRDO ) is focusing on Active Electrical Cable (AEC) products that basically manage data traffic at incredible speeds (up to 1.6 Terabits per second). Their AECs are in high demand from data centers and hyperspaces that require a lot of compute power to train LLMs and run AI-driven apps (and not just AI-driven). In addition to AECs, Credo building a sophisticated platform that also offer advanced signal-processing chips, optical solutions, and memory tools to ensure data moves smoothly across even the largest supercomputer clusters of their customers. The demand boost that CRDO has gone through over the past few quarters, and the momentum levels the stock price has managed to achieve thanks to that fundamental driver, is only gaining heat lately. From what I can see, Credo's connectivity solutions look much more reliable and energy efficient for its customers compared to anything else on the end market. In 2H 2026, Credo should get a material revenue boost for their new Blue Heron 224G AI scale-up retimer, and the second half of 2026 has already started (Credo reports for its fiscal Q3 2026 in about 2 weeks from now). I'm not expecting anything extraordinary in Q3 compared to what's already reflected in the consensus estimates, but I think management will upgrade its Q4 2026 guidance, noting extreme demand for AEC solutions in general. And it seems very likely to me that management will keep its narrative around Blue Heron positive, pointing to bullish momentum into FY2027. Also, the previous consensus beating history looks interesting - it's an indirect sign that the current consensus may be wrong again. I think that as Credo is continuously ramping into the current AI super cycle with its top-notch AEC offerings, the business is likely to flourish in the next 2-3 years at least. And it makes the stock price relatively cheap already today. Record-Breaking Q2 Re...
Mrinal Pal Cadence Design Systems ( CDNS ) was in focus on Wednesday after Wall Street praised the electronic design automation firm's stronger-than-expected results and guidance. Shares rose nearly 7% in premarket trading, while competitor Synopsys ( SNPS ) rose 3.5%. "CDNS remains our top EDA pick as their portfolio is seeing share gains across all segments with 1) ASIC-based hardware platform r...
Mrinal Pal Cadence Design Systems ( CDNS ) was in focus on Wednesday after Wall Street praised the electronic design automation firm's stronger-than-expected results and guidance. Shares rose nearly 7% in premarket trading, while competitor Synopsys ( SNPS ) rose 3.5%. "CDNS remains our top EDA pick as their portfolio is seeing share gains across all segments with 1) ASIC-based hardware platform remaining best-in-breed, 2) stronger exposure to TSMC ecosystem and at new foundries translating into IP share gains, and 3) 3DIC (~50% of SD&A) and physical AI (other ~50% of SD&A) EDA tools also taking share in expanding [total addressable markets]," Bank of America analyst Vivek Arya wrote in a note to clients. Arya reiterated his Buy rating on Cadence, but slightly lowered his price target to $375 from $400 after the results. Wells Fargo analyst Joe Quatrochi was similarly impressed and said the strong guidance could wind up proving conservative. "Cadence's initial 2026 guide of $5.90-$6.0B implies +12.3% y/y at the midpoint, which was inline with our previewed buyside bogey," Quatrochi wrote. "That said, w/ 1Q26 guide implied at +16% y/y (we believe HW-driven) & re-accelerating recurring [software] demand, we expect continual upside throughout 2026. We expect the company to highlight improving [hardware] demand as the yr. progresses given ~6 month visibility." Quatrochi reiterated his Outperform rating, but like Arya, slightly lowered his price target to $375 from $410. Oppenheimer analyst Edward Yang was a bit more tempered in his take, as he believes the fourth-quarter revenue beat of 1% (below the typical 2%) did not "resolve the longer-term AI debate." "The SD&A segment that correlates to Dassault's recent weakness was surprisingly down 11% yoy, and 2026 guidance was only in line with the consensus estimate (no raise), implying further revenue deceleration to ~12% from ~14%," Yang wrote in a note to clients. He maintained his Perform rating and $275 price target on ...
Greenlane Holdings ( GNLN ) on Wednesday announced the appointment of Jason Hitchcock as CEO, effective immediately. Shares were -5.97% pre-market to $0.81. Most recently, Hitchcock served as the head of business development at thirdweb, a leading open-source Web3 developer tools and infrastructure platform. As CEO, Hitchcock will oversee corporate strategy, capital allocation, operational executi...
Greenlane Holdings ( GNLN ) on Wednesday announced the appointment of Jason Hitchcock as CEO, effective immediately. Shares were -5.97% pre-market to $0.81. Most recently, Hitchcock served as the head of business development at thirdweb, a leading open-source Web3 developer tools and infrastructure platform. As CEO, Hitchcock will oversee corporate strategy, capital allocation, operational execution, and the continued development of Greenlane's digital asset treasury initiatives. More on Greenlane Holdings Seeking Alpha’s Quant Rating on Greenlane Holdings Financial information for Greenlane Holdings