A video sccreen shows the Fortnite - Battle Royale video game during the Gamescom video games trade fair at the Trade Fair Center in Cologne, western Germany, on August 21, 2025. The 2025 edition of the vast Gamescom trade fair in Cologne, Germany, had its opening night on August 19, 2025 and will be running from August 20 to 24, 2025. (Photo by Ina FASSBENDER / AFP) (Photo by INA FASSBENDER/AFP v...
A video sccreen shows the Fortnite - Battle Royale video game during the Gamescom video games trade fair at the Trade Fair Center in Cologne, western Germany, on August 21, 2025. The 2025 edition of the vast Gamescom trade fair in Cologne, Germany, had its opening night on August 19, 2025 and will be running from August 20 to 24, 2025. (Photo by Ina FASSBENDER / AFP) (Photo by INA FASSBENDER/AFP via Getty Images) Photographer: INA FASSBENDER/AFP
(Check out Carter's worthcharting.com for actionable recommendations and live nightly videos.) General Electric has been an epic winner since the lows of the 2022 bear barket, a bear market in which the stock declined 48.35%, almost double the 27.54% decline in the S & P 500 . Ever since it has been a one-way rocket, advancing from a low of $37.34 on July 14, 2022, to a high of $348.88 just weeks ...
(Check out Carter's worthcharting.com for actionable recommendations and live nightly videos.) General Electric has been an epic winner since the lows of the 2022 bear barket, a bear market in which the stock declined 48.35%, almost double the 27.54% decline in the S & P 500 . Ever since it has been a one-way rocket, advancing from a low of $37.34 on July 14, 2022, to a high of $348.88 just weeks ago on February 25, 2026. An epic 833% run the past 3½ years. Of late, its fortunes have reversed, with GE underperforming its Industry Group (Aerospace), underperforming its Sector (Industrials) and underperforming the market (S & P 500 Index). The 1-month % change table below tells the tale: And most telling, the stock is trading below its smoothing mechanism (150-day moving average) and said moving average is on the cusp of inflecting and turning down… the very definition of a stock in the throes of a "Bullish-to-Bearish" Reversal. DISCLOSURES: None. All opinions expressed by the CNBC Pro contributors are solely their opinions and do not reflect the opinions of CNBC, or its parent company or affiliates, and may have been previously disseminated by them on television, radio, internet or another medium. THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSTITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE CONTENT IS GENERAL IN NATURE AND DOES NOT REFLECT ANY INDIVIDUAL'S UNIQUE PERSONAL CIRCUMSTANCES. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES. BEFORE MAKING ANY FINANCIAL DECISIONS, YOU SHOULD STRONGLY CONSIDER SEEKING ADVICE FROM YOUR OWN FINANCIAL OR INVESTMENT ADVISOR. Click here for the full disclaimer.
Pgiam/iStock Unreleased via Getty Images The US Securities and Exchange Commission (SEC) is preparing a proposal that might shake up how financial reporting has been working for 56 years. In 1970, the SEC switched from semiannual reports to mandatory quarterly reports in order to align the industry to a more dynamic financial landscape. The more the time passes, the more the investment industry be...
Pgiam/iStock Unreleased via Getty Images The US Securities and Exchange Commission (SEC) is preparing a proposal that might shake up how financial reporting has been working for 56 years. In 1970, the SEC switched from semiannual reports to mandatory quarterly reports in order to align the industry to a more dynamic financial landscape. The more the time passes, the more the investment industry becomes dynamic, that’s why over the decades the SEC has been usually in favor of proposals that encourage greater transparency. After all, this is the main reason why the SEC was introduced (1934) following the Great Depression (1929): to protect investors and make them more knowledgeable in what they are investing in. From this perspective, the current proposal seems to go against its main objective. After 56 years of quarterly reports, are we going to abandon this system? What are the consequences of this potential change? Pros and cons of the proposal First of all, I believe it is important to highlight how the SEC decision-making process works. What we are talking about is just an SEC proposal drafted by the five SEC Commissioners that is expected to be issued in a couple of weeks. Then, once published, there is a second step to follow: the public comment period. Basically, influential entities (major banks, pension funds, individuals…) express their opinion, and if it a material problem arises about the proposal, then the SEC staff has to fix it. This means changing the proposal. In the latest stage, if the majority of the five SEC Commissioners vote in favor of the new draft, then it becomes law. So, as you can see, ii's not a given that this proposal will become law. And even if it does, according to the Wall Street Journal , it won’t be a mandatory change. Companies will have the option to report every six months instead of three months, therefore, the final decision is completely up to them. With that said, let’s understand the pros and cons of this proposal and the...
Investors have lost some of their fascination with Tesla’s car business, but selling lots of EVs is critical to funding Elon Musk’s more futuristic ambitions.
Investors have lost some of their fascination with Tesla’s car business, but selling lots of EVs is critical to funding Elon Musk’s more futuristic ambitions.
WILMETTE, Ill., March 27, 2026 (GLOBE NEWSWIRE) -- Monopar Therapeutics Inc. (“Monopar,” the “Company,” “we”) (Nasdaq: MNPR), a clinical-stage biopharmaceutical company developing innovative treatments for patients with unmet medical needs, today announced the fourth quarter and full-year 2025 financial results and provided a summary of recent developments.
WILMETTE, Ill., March 27, 2026 (GLOBE NEWSWIRE) -- Monopar Therapeutics Inc. (“Monopar,” the “Company,” “we”) (Nasdaq: MNPR), a clinical-stage biopharmaceutical company developing innovative treatments for patients with unmet medical needs, today announced the fourth quarter and full-year 2025 financial results and provided a summary of recent developments.
UBS analysts have highlighted the launch of a new AI-focused cybersecurity solution by Accenture PLC (NYSE:ACN) and Anthropic as supportive of their constructive view on Accenture’s AI strategy. The partnership, called https://Cyber.AI, integrates Accenture’s proprietary AI agents with...
UBS analysts have highlighted the launch of a new AI-focused cybersecurity solution by Accenture PLC (NYSE:ACN) and Anthropic as supportive of their constructive view on Accenture’s AI strategy. The partnership, called https://Cyber.AI, integrates Accenture’s proprietary AI agents with...
Yields on 10-year debt reach highest since the 2008 financial crisis, raising concerns of faster interest rate rises UK government borrowing costs have risen above 5% amid an intensifying global bond market sell-off fuelled by the Iran war . The yield – or interest rate – on 10-year debt hit its highest level since the 2008 financial crisis, rising 13 basis points to 5.081%, as investors acted on ...
Yields on 10-year debt reach highest since the 2008 financial crisis, raising concerns of faster interest rate rises UK government borrowing costs have risen above 5% amid an intensifying global bond market sell-off fuelled by the Iran war . The yield – or interest rate – on 10-year debt hit its highest level since the 2008 financial crisis, rising 13 basis points to 5.081%, as investors acted on concerns about the economic fallout from the conflict. Continue reading...
ORCL's surging cloud growth, $553 billion backlog and AI push contrast sharply with BABA's weak revenue and profit slump, shifting the edge decisively.
ORCL's surging cloud growth, $553 billion backlog and AI push contrast sharply with BABA's weak revenue and profit slump, shifting the edge decisively.
ORCL's surging cloud growth, $553 billion backlog and AI push contrast sharply with BABA's weak revenue and profit slump, shifting the edge decisively.
ORCL's surging cloud growth, $553 billion backlog and AI push contrast sharply with BABA's weak revenue and profit slump, shifting the edge decisively.
SJM's coffee business lifts fiscal Q3 sales as price hikes stuck and Cafe Bustelo surged, but higher costs and softer volumes are testing profit durability.
SJM's coffee business lifts fiscal Q3 sales as price hikes stuck and Cafe Bustelo surged, but higher costs and softer volumes are testing profit durability.
Demand for bitcoin as a corporate treasury asset is once again concentrated in Michael Saylor's Strategy as the company steps up its bitcoin buying pace. The craze of public companies that once sought to mimic Strategy by stocking up on bitcoin as a company treasury asset were the essence of the crypto market last summer. But today, as bitcoin's price struggles for a sixth consecutive month, corpo...
Demand for bitcoin as a corporate treasury asset is once again concentrated in Michael Saylor's Strategy as the company steps up its bitcoin buying pace. The craze of public companies that once sought to mimic Strategy by stocking up on bitcoin as a company treasury asset were the essence of the crypto market last summer. But today, as bitcoin's price struggles for a sixth consecutive month, corporate treasury bitcoin buying has almost completely disappeared for all but Strategy itself, according to crypto data provider CryptoQuant. At the same time, Strategy is buying bitcoin at its fastest pace in almost a year. Purchases by bitcoin treasuries have declined 99% from their August 2025 high, according to CryptoQuant. Over the past 30 days, bitcoin accumulators excluding Strategy bought 1,000 BTC. Meanwhile, Strategy has purchased about 45,000 BTC in the same period – that's the company's highest 30-day purchase since April 2025. The share of purchases from all other bitcoin treasury companies has declined to 2%, from 95% in October. Strategy's stock is trading more than 71% off its 52-week high, while bitcoin has tumbled 48% from its October peak. MSTR 1Y mountain Strategy's stock is trading about 71% off it's 52-week high Strategy's long-term accumulation may support bitcoin demand and price, however, its leveraged funding strategy makes the concentration of demand fragile, so disruptions in funding could impact bitcoin's price support (as well as Strategy shares). Saylor, the co-founder and executive chairman of the company, downplayed the concentration risk, saying overall liquidity and decentralization limit the impact of any single holder. "Bitcoins got $50 billion a day of liquidity, and we don't control the price of the liquidity, and we hold three and a half percent of the asset," he told CNBC. "It's a very decentralized, very diffused asset. … The market is much bigger than anybody in it and that's actually what makes it such a compelling capital asset." St...
Earnings Call Insights: TMC the metals company Inc. (TMC) Q4 2025 Management View Gerard Barron, CEO, emphasized the regulatory shift made a year ago, stating, "Instead of the uncertainty and gridlock of the ISA, we chose the certainty and clarity of the U.S. regulatory regime built upon a long-established legal framework under DSHMRA and catalyzed by the political will of this administration." He...
Earnings Call Insights: TMC the metals company Inc. (TMC) Q4 2025 Management View Gerard Barron, CEO, emphasized the regulatory shift made a year ago, stating, "Instead of the uncertainty and gridlock of the ISA, we chose the certainty and clarity of the U.S. regulatory regime built upon a long-established legal framework under DSHMRA and catalyzed by the political will of this administration." He highlighted the executive order from President Trump, the company's consolidated application to NOAA, and expectations for a production permit within the next year. Barron noted commercial agreements on key terms with Allseas and progress on engineering for the production system, targeting system commissioning for Q4 2027. He shared, "We've agreed key commercial terms with Allseas to complete the development and operate the Hidden Gem offshore system, the first ever commercial nodule collection system." He pointed to the company's exclusive right for a potential lease option in the Port of Brownsville, Texas, and a pre-feasibility study for a 12 million tonne per annum nodule industrial park underway, with support from Mariana Minerals as a new strategic partner. Barron announced, "In April, just days away, The Metals Royalty Co. will begin trading on the NASDAQ under the ticker TMCR." Craig Shesky, CFO, stated, "We recently joined the Defense Industrial based Consortium, DIBC, partnership within the Department of [indiscernible] and investment prioritization direct...This initiative gives the government the tools that need to provide with commercial solutions that can help close supply chain vulnerabilities and strengthen the defense industrial base." Outlook The company expects its commercial recovery permit to be granted within 12 months, with Barron stating, "We expect our permit to be granted in less than 1 year from today." System commissioning remains targeted for Q4 2027, with the production ramp to follow. Shesky highlighted, "We now expect the grant of our commer...
DNY59/iStock via Getty Images Investment Thesis Memory and storage makers like Micron Technology ( MU ) and Sandisk Corp. ( SNDK ) have been the biggest beneficiaries of the boom in model inference over the past 9 months after these two companies became the gatekeepers of the most sought-after commodity in the world—memory/storage. But one blog post from Alphabet’s ( GOOG ) Google Research team a ...
DNY59/iStock via Getty Images Investment Thesis Memory and storage makers like Micron Technology ( MU ) and Sandisk Corp. ( SNDK ) have been the biggest beneficiaries of the boom in model inference over the past 9 months after these two companies became the gatekeepers of the most sought-after commodity in the world—memory/storage. But one blog post from Alphabet’s ( GOOG ) Google Research team a couple of days ago appears to be unraveling months of excitement that markets had for memory stocks. Google’s research team argues that their TurboQuant algorithms can slash memory usage without compromising AI inference accuracy. Markets feared the worst, just like they did with DeepSeek ( DEEPSEEK ) last year, and sold off shares of Micron and Sandisk, concerned that Google’s memory optimization algorithm may cause a structural reset in the ballooning demand for memory & storage. Exhibit A: Memory and storage companies globally see sell offs after Google’s algorithm announcement. (market data) I strongly believe this is an overreaction by markets created by unmitigated gaps in understanding the full extent of Google’s algorithm. The current pullback is a gift for investors finally wanting some exposure, and I recommend staying bullish on Micron and Sandisk. Easy Explainer: What Is Google TurboQuant? Note: Readers can catch up on my recent updates on Micron and on Sandisk . Via its official blog post , Google argues that TurboQuant optimizes memory usage “with zero accuracy loss,” promising efficiency step-ups in processing AI inference workloads. TurboQuant targets KV cache and vector search, two memory storage techniques used during the processing of AI inference workloads. Think of the KV cache as the "digital cheat sheet" used by AI models to enrich the conversation with human users and make each conversation sound like these agents know users personally. In the past 9-15 months, KV cache has become ultra-critical for AI models because inferencing allows models to util...
DNY59/iStock via Getty Images Investment Thesis Memory and storage makers like Micron Technology, Inc. ( MU ) and Sandisk Corporation ( SNDK ) have been the biggest beneficiaries of the boom in model inference over the past 9 months after these two companies became the gatekeepers of the most sought-after commodity in the world—memory/storage. But one blog post from Alphabet Inc.’s ( GOOG ) ( GOOG...
DNY59/iStock via Getty Images Investment Thesis Memory and storage makers like Micron Technology, Inc. ( MU ) and Sandisk Corporation ( SNDK ) have been the biggest beneficiaries of the boom in model inference over the past 9 months after these two companies became the gatekeepers of the most sought-after commodity in the world—memory/storage. But one blog post from Alphabet Inc.’s ( GOOG ) ( GOOGL ) Google Research team a couple of days ago appears to be unraveling months of excitement that markets had for memory stocks. Google’s research team argues that their TurboQuant algorithms can slash memory usage without compromising AI inference accuracy. Markets feared the worst, just like they did with DeepSeek , from Hangzhou DeepSeek Artificial Intelligence Co., Ltd. ( DEEPSEEK ) last year and sold off shares of Micron and Sandisk, concerned that Google’s memory optimization algorithm may cause a structural reset in the ballooning demand for memory & storage. Exhibit A: Memory and storage companies globally see sell-offs after Google’s algorithm announcement. (Market Data) I strongly believe this is an overreaction by markets created by unmitigated gaps in understanding the full extent of Google’s algorithm. The current pullback is a gift for investors finally wanting some exposure, and I recommend staying bullish on Micron and Sandisk. Easy Explainer: What Is Google TurboQuant? Note: Readers can catch up on my recent updates on Micron and on Sandisk . Via its official blog post , Google argues that TurboQuant optimizes memory usage “with zero accuracy loss,” promising efficiency step-ups in processing AI inference workloads. TurboQuant targets KV cache and vector search, two memory storage techniques used during the processing of AI inference workloads. Think of the KV cache as the “digital cheat sheet” used by AI models to enrich the conversation with human users and make each conversation sound like these agents know users personally. In the past 9-15 months, KV ca...