cbarnesphotography/E+ via Getty Images Listen below or on the go via Apple Podcasts and Spotify Mortgage rates continue to rise, but housing market is gradually improving . (00:14) Netflix ( NFLX ) hiking subscription plans to pay for $20B content budget. (01:05) Senate advances Homeland Security funding bill as shutdown strains airports. (01:58) This is an abridged transcript. Freddie Mac's chief...
cbarnesphotography/E+ via Getty Images Listen below or on the go via Apple Podcasts and Spotify Mortgage rates continue to rise, but housing market is gradually improving . (00:14) Netflix ( NFLX ) hiking subscription plans to pay for $20B content budget. (01:05) Senate advances Homeland Security funding bill as shutdown strains airports. (01:58) This is an abridged transcript. Freddie Mac's chief economist says, "The housing market continues to show gradual improvements compared to a year ago amid recent rate volatility.” Sam Khater noted, “Purchase and refinance applications are up year-over-year, and rates remain lower than last year.” But rates have increased week over week. The latest Freddie Mac ( FMCC ) Primary Mortgage Survey showed 30-year fixed-rate mortgages averaged 6.38% as of March 26, up from 6.22% last week but below 6.65% in the same period a year ago. 15-year fixed-rate mortgages averaged 5.75%, up from 5.54% last week and down from 5.89% a year ago. Your next Netflix bill will be higher. Netflix ( NFLX ) is raising the price of all its subscription plans by at least a dollar. The company telegraphed the increase during its earnings call in January. Netflix says it needs the extra money to help pay for the company’s higher content budget, expected to rise to $20B this year. That’s a $2B increase. This includes a slate of live events, including the World Baseball Classic in Japan, podcasts, and a new license deal with Sony ( SONY ). Effective immediately, a standard plan with ads will cost $8.99 a month (+$1), standard with no ads will cost $19.99 a month (+$2), and premium will cost $26.99 a month (+$2). The company also raised its extra member fee by a dollar to $7.99 a month (with ads) and to $9.99 a month (without ads). Netflix ( NFLX ) last raised its subscription fees in January 2025. President Trump said he plans to sign an order to pay Transportation Security Administration (TSA) officers immediately. This comes at the same time the Senate p...
Meitu, Inc. ( MEIUF ): FY GAAP EPS of ¥0.12. Revenue of ¥3.85B (+28.8% Y/Y). Net profit declined to ¥547.40M in 2025 from ¥806.20M in 2024, indicating a 32.1% YoY decline. Gross profit rose to ¥2,838.80M in 2025 from ¥2,277.80M in 2024, up 24.6% YoY. More on Meitu, Inc. Historical earnings data for Meitu, Inc. Dividend scorecard for Meitu, Inc. Financial information for Meitu, Inc.
Meitu, Inc. ( MEIUF ): FY GAAP EPS of ¥0.12. Revenue of ¥3.85B (+28.8% Y/Y). Net profit declined to ¥547.40M in 2025 from ¥806.20M in 2024, indicating a 32.1% YoY decline. Gross profit rose to ¥2,838.80M in 2025 from ¥2,277.80M in 2024, up 24.6% YoY. More on Meitu, Inc. Historical earnings data for Meitu, Inc. Dividend scorecard for Meitu, Inc. Financial information for Meitu, Inc.
The crisis stems from the world’s dependence on fossil fuels, which poses a significant risk not only to national economies but also to the long-term viability of businesses, Fortescue co-CEO Dino Otranto told Caixin on Monday during the China Development Forum in Beijing. Photo: VCG A top executive at Fortescue Ltd. warns energy insecurity is emerging as a core risk for global supply chains, as t...
The crisis stems from the world’s dependence on fossil fuels, which poses a significant risk not only to national economies but also to the long-term viability of businesses, Fortescue co-CEO Dino Otranto told Caixin on Monday during the China Development Forum in Beijing. Photo: VCG A top executive at Fortescue Ltd. warns energy insecurity is emerging as a core risk for global supply chains, as the mining giant accelerates its shift to renewables and deepens cooperation with China. “A less stable geopolitical environment is exposing how fragile many of the systems that underpin our economies have become,” Fortescue co-CEO Dino Otranto said in a Monday interview with Caixin during the China Development Forum in Beijing. “Energy sits at the center of that vulnerability.”
Seabridge Gold press release ( SA ): FY GAAP EPS of -$0.53. More on Seabridge Gold Inc. Historical earnings data for Seabridge Gold Inc. Financial information for Seabridge Gold Inc.
Seabridge Gold press release ( SA ): FY GAAP EPS of -$0.53. More on Seabridge Gold Inc. Historical earnings data for Seabridge Gold Inc. Financial information for Seabridge Gold Inc.
Love Employee/iStock via Getty Images Equity markets sustained their upward trajectory during the fourth quarter of 2025, driven primarily by resilient economic activity, robust corporate earnings from U.S. companies, and continued rate cuts by the Federal Reserve (Fed). Global equities reached new all-time highs despite encountering several headwinds, notably a 43-day U.S. government shutdown tha...
Love Employee/iStock via Getty Images Equity markets sustained their upward trajectory during the fourth quarter of 2025, driven primarily by resilient economic activity, robust corporate earnings from U.S. companies, and continued rate cuts by the Federal Reserve (Fed). Global equities reached new all-time highs despite encountering several headwinds, notably a 43-day U.S. government shutdown that concluded on November 12th and a gradually rising US unemployment rate. While Q3 real Gross Domestic Product (GDP) growth surged to 4.3% annualized, notably above expectations and supported by 3.5% consumer spending growth, the labor market showed persistent softening, albeit in a linear manner. The unemployment rate climbed from 4.12% in June to 4.56% in November. This labor market moderation, coupled with softer-than-anticipated inflation, prompted the Federal Open Market Committee (FOMC) to implement 0.25% rate cuts at both its October and December meetings, bringing the federal funds rate to a 3.50%-3.75% range. However, diverging views emerged within the Committee as rates approached neutral levels. In fixed income, the US 10Y Treasury yield remained relatively flat for the quarter, concluding near 4.15% after fluctuating between 3.95% in late October and 4.2% in mid-December as trade tensions eased and growth remained resilient. In equities, global developed markets (unhedged) advanced 3.1%, while emerging markets (unhedged) outperformed with a 4.7% gain, led by Korea's surge driven by AI-related semiconductor demand. Within developed markets, Japanese equities rallied 8.8% following elections and a large fiscal stimulus package announced in November, even as the Bank of Japan raised rates to 0.75%, the highest level since 1995. U.S. large cap equities posted a more modest 2.7% return, with the Russell 2000 gaining 2.2%. Notably, S&P 500 earnings grew 12% year-over-year in Q3, marking the fourth consecutive quarter of double-digit growth. The Long US Healthcare and ...
SBC Medical Group Holdings press release ( SBC ): Q4 GAAP EPS of $0.14 beats by $0.03 . Revenue of $39.57M (-10.9% Y/Y) misses by $5.87M . EBITDA was $14 million, representing a 35% year-over-year decrease. EBITDA margin 1 was 34% for the fourth quarter of 2025, representing a year-over-year decrease of 12 percentage points. Return on equity, which is defined as net income attributable to the Comp...
SBC Medical Group Holdings press release ( SBC ): Q4 GAAP EPS of $0.14 beats by $0.03 . Revenue of $39.57M (-10.9% Y/Y) misses by $5.87M . EBITDA was $14 million, representing a 35% year-over-year decrease. EBITDA margin 1 was 34% for the fourth quarter of 2025, representing a year-over-year decrease of 12 percentage points. Return on equity, which is defined as net income attributable to the Company divided by the average shareholder’s equity as of December 31, 2025, was 23% representing a year-over-year increase of 9.8 percentage points. Number of Franchise Locations 2 was 283 as of December 31, 2025, representing an increase of 34 locations from December 31, 2024. Number of customers 3 in the last twelve months ended December 31, 2025, was 6.6 million, representing a 12% year-over-year increase. Repeat rate for customers 4 who visited franchisee’s clinics twice or more was 72%. More on SBC Medical Group Holdings SBC Medical Group announces $20 million share repurchase program Seeking Alpha’s Quant Rating on SBC Medical Group Holdings Historical earnings data for SBC Medical Group Holdings Financial information for SBC Medical Group Holdings
Iran’s Revolutionary Guards said on Friday that they had turned back three ships trying to transit the Strait of Hormuz, adding the route was closed to vessels travelling to and from ports “belonging to allies and supporters of the Zionist-American enemies”. “This morning, following the lies of the corrupt US president claiming that the Strait of Hormuz was open, three container ships of different...
Iran’s Revolutionary Guards said on Friday that they had turned back three ships trying to transit the Strait of Hormuz, adding the route was closed to vessels travelling to and from ports “belonging to allies and supporters of the Zionist-American enemies”. “This morning, following the lies of the corrupt US president claiming that the Strait of Hormuz was open, three container ships of different nationalities … were turned back after a warning from the IRGC Navy,” the Guards said on their...
Grandbrothers/iStock Editorial via Getty Images Rocket Pharmaceuticals ( RCKT ) added ~9% in the premarket on Friday after the U.S. Food and Drug Administration approved its gene therapy candidate Kresladi for a rare immune disease called leukocyte adhesion deficiency-I (LAD-I). The FDA issued accelerated approval for the drug to treat children with LAD-I due to biallelic variants in the ITGB2 gen...
Grandbrothers/iStock Editorial via Getty Images Rocket Pharmaceuticals ( RCKT ) added ~9% in the premarket on Friday after the U.S. Food and Drug Administration approved its gene therapy candidate Kresladi for a rare immune disease called leukocyte adhesion deficiency-I (LAD-I). The FDA issued accelerated approval for the drug to treat children with LAD-I due to biallelic variants in the ITGB2 gene. The patients without a specific donor for a stem cell transplant will be eligible to receive Kresladi. The approval comes after the Cranbury, New Jersey-based biotech resubmitted a biologics license application for Kresladi, as the FDA declined to approve the drug in June 2024, requesting additional data to complete the review. In accepting the BLA in October, the FDA had issued March 28, 2026, as the target action date for the review. The regulator said that Kresladi, also known as marnetegragene autotemce, will be the first gene therapy indicated for LAD-I. The immune deficiency is caused by mutations in the ITGB2 gene, which encodes a protein important for white blood cells to fight infection. More on Rocket Pharmaceuticals Rocket Pharmaceuticals, Inc. (RCKT) Presents at Leerink Global Healthcare Conference 2026 Transcript Rocket Pharmaceuticals, Inc. (RCKT) Presents at TD Cowen 46th Annual Health Care Conference Transcript Rocket Pharmaceuticals, Inc. (RCKT) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Seeking Alpha’s Quant Rating on Rocket Pharmaceuticals Historical earnings data for Rocket Pharmaceuticals
Woman using a Semaglutide injection pen. Munro/E+ via Getty Images Investment Thesis Conventional wisdom increasingly frames Novo Nordisk A/S ( NVO ) as the loser in its battle with Eli Lilly and Company ( LLY ) for the obesity drug market. I think that’s wrong. The analogy here isn’t Netflix versus Blockbuster, where one firm wiped out the other. It’s Coke versus Pepsi—a durable, profitable rival...
Woman using a Semaglutide injection pen. Munro/E+ via Getty Images Investment Thesis Conventional wisdom increasingly frames Novo Nordisk A/S ( NVO ) as the loser in its battle with Eli Lilly and Company ( LLY ) for the obesity drug market. I think that’s wrong. The analogy here isn’t Netflix versus Blockbuster, where one firm wiped out the other. It’s Coke versus Pepsi—a durable, profitable rivalry inside a market that is growing fast enough to reward both players. The global obesity drug market is estimated to grow from roughly $70–75 billion today to approximately $130–140 billion by 2030 . If Novo simply holds its current 30–35% market share, its revenue by 2030 will show a compound annual growth rate of about 14.1%, which is good by any measure you choose. So long as it stays in the game, it is going to do very well. Lilly is likely to dominate the high-efficacy premium segment, where maximum weight loss at any cost is the goal. Novo, by contrast, is playing to a broader market defined by accessibility, physician familiarity, and value pricing. Novo doesn’t need to beat Lilly. It needs to stay relevant. Company Overview Novo’s strength doesn’t begin or end with obesity drugs. The company has spent decades building expertise in metabolic disease—insulin, diabetes management, and GLP-1 biology—and that foundation remains a formidable competitive asset. Novo remains the world’s leading insulin producer. Tresiba, NovoRapid, Levemir, and other products generate roughly $8–9 billion annually . Together with Lilly and Sanofi, it controls more than 90% of the global insulin market, and that market is not shrinking. The International Diabetes Federation projects that the number of people living with diabetes will rise from 537 million in 2021 to 643 million by 2030 and 783 million by 2045. Novo is sitting at the center of one of the most durable growth stories in global healthcare. Its GLP-1 drugs—Ozempic and Rybelsus for diabetes, Wegovy and Saxenda for obesity—generat...