Scharfsinn86/iStock via Getty Images I rate Aeva Technologies, Inc. ( AEVA ) a Hold. Aeva has a technological single-seller status in Frequency Modulated Continuous Wave [FMCW] silicon photonics that are validated by Nvidia ( NVDA ), Daimler ( DTGHF , DTRUY), and Top-Tier OEMs. The main point I consider is that the shift from legacy Time-of-Flight [ToF] LiDAR to FMCW for L3 autonomy is a structura...
Scharfsinn86/iStock via Getty Images I rate Aeva Technologies, Inc. ( AEVA ) a Hold. Aeva has a technological single-seller status in Frequency Modulated Continuous Wave [FMCW] silicon photonics that are validated by Nvidia ( NVDA ), Daimler ( DTGHF , DTRUY), and Top-Tier OEMs. The main point I consider is that the shift from legacy Time-of-Flight [ToF] LiDAR to FMCW for L3 autonomy is a structural inevitability. However, the temporal mismatch between Aeva's ~24-month liquidity runway and its 2028 mass-production timeline guarantees big stock dilution. More so, AEVA stock is trading at 28.64x forward EV/Sales that leaves almost no margin of safety for macroeconomic friction/automotive SOP delays. The technology is a Strong Buy, but the pre-dilution capital structure is a Sell. This backs the formation of a balanced Hold rating until capital is raised. The FMCW Architectural Shift My Aeva stock’s long-term bullish thesis is based on a long-term industry shift from legacy ToF LiDAR to FMCW silicon photonics. This shift is beyond standard automotive hardware cycles. I have multiple points to answer. Why? The first factor is the Nvidia DRIVE Hyperion Integration Multiplier, as Aeva is now the reference 4D LiDAR for the Hyperion platform. This builds a design-in-default for OEMs utilizing Nvidia’s full-stack AV processing. As Hyperion is the foundational architecture for industry giants, Aeva bypasses fragmented multi-year OEM sensor evaluations. Moreso, as Nvidia integrates Aeva’s 4D velocity data into its core simulation and validation environments, OEM software stacks become dependent (inseparably) on deterministic instant velocity measurements. This development forms a strong software lock-in for a hardware sensor. Now, the second factor is the Defense Sector Advantage. For more clarity, Aeva’s Forterra win exposes an important blind spot in legacy ToF sensors. The blind spot is that ToF lasers are highly visible to night-vision goggles [NVGs], and this renders them ...
Google is rolling out two new Gemini tools on Thursday which could attract users who are thinking about switching their preferred AI chatbot but don't want to "retrain" a new AI. Gemini's new "Import Memory" and "Import Chat History" features help users quickly copy over everything their current AI already knows about them with a couple of pre-written prompts. To use the "Import Memory" tool, user...
Google is rolling out two new Gemini tools on Thursday which could attract users who are thinking about switching their preferred AI chatbot but don't want to "retrain" a new AI. Gemini's new "Import Memory" and "Import Chat History" features help users quickly copy over everything their current AI already knows about them with a couple of pre-written prompts. To use the "Import Memory" tool, users copy and paste a suggested prompt from Gemini into their previous AI, then paste the output from the previous AI into Gemini, which should get Gemini caught up on their preferences. The "Import Chat History" feature has users request an export o … Read the full story at The Verge.
Morris Shannon, Chief Medical Officer of Erasca (NASDAQ:ERAS) , reported the exercise and immediate sale of 20,000 shares of Common Stock for a transaction value of approximately $301,000, according to a SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($15.04); post-transaction direct holdings were zero following the transaction. * 1-year price change calc...
Morris Shannon, Chief Medical Officer of Erasca (NASDAQ:ERAS) , reported the exercise and immediate sale of 20,000 shares of Common Stock for a transaction value of approximately $301,000, according to a SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($15.04); post-transaction direct holdings were zero following the transaction. * 1-year price change calculated using March 26, 2026 as the reference date. Continue reading
A number of stocks fell in the afternoon session after investors reacted to news of Google's new TurboQuant algorithm, a tool that threatens to significantly reduce memory requirements for artificial intelligence models.
A number of stocks fell in the afternoon session after investors reacted to news of Google's new TurboQuant algorithm, a tool that threatens to significantly reduce memory requirements for artificial intelligence models.
Asian equities were set to fall after a plunge on Wall Street as traders assessed a 10-day extension to a deadline for Iran to strike a deal with the US or face more attacks. Equity index futures for Japan, Australia and Hong Kong all fell, setting up the region for a bruising day after the S&P 500 slipped 1.7% and the tech-heavy Nasdaq 100 declined 2.4% on Thursday. Oil and the dollar climbed. Pr...
Asian equities were set to fall after a plunge on Wall Street as traders assessed a 10-day extension to a deadline for Iran to strike a deal with the US or face more attacks. Equity index futures for Japan, Australia and Hong Kong all fell, setting up the region for a bruising day after the S&P 500 slipped 1.7% and the tech-heavy Nasdaq 100 declined 2.4% on Thursday. Oil and the dollar climbed. President Donald Trump again pushed back his deadline for Iran to strike a deal with the US or face more attacks, saying talks with the country were going “very well.” Trump said he would extend, by 10 days , his pledge to refrain from attacks on Iranian energy sites, offering a brief calm to global energy markets jolted by the conflict. Oil jumped on Thursday, with Brent crude gaining around 5%. Higher energy prices stoked fears about inflation, deepening a decline in Treasuries , which also dropped amid a lackluster US sale of notes. The US 10-year rose eight basis points to 4.41%, while the policy-sensitive two-year yield increased 10 basis points to 3.99%. The moves have extended the war-driven volatility of the past month, highlighting how geopolitical tensions continue to buffet markets and leaving investors struggling to assess whether hostilities are nearing de-escalation or set to intensify. “The progress being made in the talks between the US and Iran seems to be sketchy at best,” said Matt Maley at Miller Tabak. Earlier, Trump threatened Iran with intensified military action after Tehran rejected Washington’s push for a peace deal, with the two sides far apart in efforts to end the war. Until Iran agrees to stop the conflict, the US will “keep blowing them away,” the American president said. Iran responded to a ceasefire proposal through intermediaries overnight, the semi-official Tasnim news agency reported, and is now awaiting a reply. Tehran has a string of conditions for ending the conflict, one of which is a guarantee that the US and Israel won’t resume their ...
Image source: The Motley Fool. Thursday, March 26, 2026, at 4:30 p.m. ET Xos (NASDAQ:XOS) reported fiscal year positive free cash flow and its lowest operating loss since going public, highlighting structural improvements in financial performance. Management emphasized that large fleet orders are driving scale but currently pressure near-term margins, while strategic product mix shifts toward Hub ...
Image source: The Motley Fool. Thursday, March 26, 2026, at 4:30 p.m. ET Xos (NASDAQ:XOS) reported fiscal year positive free cash flow and its lowest operating loss since going public, highlighting structural improvements in financial performance. Management emphasized that large fleet orders are driving scale but currently pressure near-term margins, while strategic product mix shifts toward Hub and powertrain lines are expected to support long-term gross margin expansion. The company credits multiple cost-reduction and liquidity initiatives—including successful collection efforts, inventory reductions, and a convertible note restructuring—for providing capital flexibility and supporting growth objectives. Continue reading
Google has issued a stark warning: the encryption protecting the world’s banks, governments, and personal data could be broken by 2029. In a report published on March 25, the tech giant urged organizations to prepare for the arrival of powerful "quantum computers." These machines use ...
Google has issued a stark warning: the encryption protecting the world’s banks, governments, and personal data could be broken by 2029. In a report published on March 25, the tech giant urged organizations to prepare for the arrival of powerful "quantum computers." These machines use ...
Gold fell after US President Donald Trump sent mixed signals on whether the US and Iran could reach a deal to halt the nearly month-long war, further roiling global markets. Bullion fell as much as 3.4% Thursday, but trimmed some losses after Trump said he is extending the pause of strikes on Iran’s energy sites. “Talks are ongoing,” Trump posted on Truth Social, “and, despite erroneous statements...
Gold fell after US President Donald Trump sent mixed signals on whether the US and Iran could reach a deal to halt the nearly month-long war, further roiling global markets. Bullion fell as much as 3.4% Thursday, but trimmed some losses after Trump said he is extending the pause of strikes on Iran’s energy sites. “Talks are ongoing,” Trump posted on Truth Social, “and, despite erroneous statements to the contrary by the Fake News Media, and others, they are going very well.” Earlier Thursday, gold came close to a bear market — defined as a 20% drop from its recent peak — as the US president gave conflicting messages on a potential ceasefire. Axel Merk, President and Chief Investment Officer at Merk Investments, joins Bloomberg Businessweek Daily to discuss. He speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)
QDRO Acquisition ( QADR ) on Thursday said it priced its initial public offering of 20,000,000 units at $10.00 per unit, raising $200M. The units are set to begin trading on the Nasdaq Global Market under the symbol "QADRU" on March 27, with the offering expected to close on March 30, subject to customary conditions. Each unit consists of one Class A ordinary share and one-half of one redeemable w...
QDRO Acquisition ( QADR ) on Thursday said it priced its initial public offering of 20,000,000 units at $10.00 per unit, raising $200M. The units are set to begin trading on the Nasdaq Global Market under the symbol "QADRU" on March 27, with the offering expected to close on March 30, subject to customary conditions. Each unit consists of one Class A ordinary share and one-half of one redeemable warrant. Source: Press Release More on QDRO Acquisition Corp. Financial information for QDRO Acquisition Corp.