Sundry Photography Arm Holdings ( ARM ) was in the spotlight on Wednesday as Wall Street analysts praised the semiconductor intellectual property firm for launching its own data center-focused CPUs, and its updated sales forecast brought on by the new chips. Shares rose 12% in premarket trading. “The strategy offers significant revenue growth and earnings potential longer-term ($9+ EPS by FY31) bu...
Sundry Photography Arm Holdings ( ARM ) was in the spotlight on Wednesday as Wall Street analysts praised the semiconductor intellectual property firm for launching its own data center-focused CPUs, and its updated sales forecast brought on by the new chips. Shares rose 12% in premarket trading. “The strategy offers significant revenue growth and earnings potential longer-term ($9+ EPS by FY31) but comes with gross margin dilution (40%-50% for chips vs. 98%+ for IP) and channel conflict issues,” RBC Capital Markets analyst Srini Pajjuri wrote in a note to clients. “While the business model debate could continue, we expect the stock to largely trade on NT fundamentals, which remain solid on Agentic AI inflection, DC share gains, and CSS/v9 ASP tailwinds.” On Tuesday, Arm CEO Rene Haas projected 2031 annual revenue at $25B (and $15B from the new CPU), more than six times its 2025 level. The company is targeting roughly 15% of the $100B total addressable market in server CPUs and expects roughly $1B in revenue in fiscal 2027 and 2028. Morgan Stanley analyst Lee Simpson said Arm's focus on compute efficiency (the 136-core Arm AGI CPU has up to 136 V3 cores per CPU, offers 6 GB/s memory per core at sub-100 ns latency, and uses around 300 watts of electricity) could help customers looking for low-power compute, including companies like Meta ( META ) and OpenAI ( OPENAI ). “So, this isn’t a replacement of Grace or Vera chips at NVIDIA, but at the head node (near the xPU) for the likes of Cerebras, for networking (routing) at F5 and maybe even general CPU use in enterprise set-ups,” Simpson wrote in a note to clients. “Arm's strategy is fueled by partnerships with cloud providers that seek to optimize total cost of ownership (TCO) and reduce energy consumption, allowing them to allocate more power budget to GPU compute.” Simpson, who has an Overweight rating and a $135 price target on Arm, added that the cost of Arm's AGI CPU could be discounted compared to offerings from I...
Bloomberg 's Kevin Sheekey gives a live demo of ASKB bringing agentic AI directly into the Bloomberg Terminal, at the Bloomberg Family Office Summit 2026 in Hong Kong. (Source: Bloomberg)
Bloomberg 's Kevin Sheekey gives a live demo of ASKB bringing agentic AI directly into the Bloomberg Terminal, at the Bloomberg Family Office Summit 2026 in Hong Kong. (Source: Bloomberg)
PhonlamaiPhoto/iStock via Getty Images Beam Therapeutics ( BEAM ) added ~8% in the premarket on Wednesday after announcing plans to begin pivotal development to support a potential accelerated approval of BEAM-302, its gene editing therapy for a hereditary disorder called alpha-1 antitrypsin deficiency. The Cambridge, Massachusetts-based biotech stated that its decision was based on updated result...
PhonlamaiPhoto/iStock via Getty Images Beam Therapeutics ( BEAM ) added ~8% in the premarket on Wednesday after announcing plans to begin pivotal development to support a potential accelerated approval of BEAM-302, its gene editing therapy for a hereditary disorder called alpha-1 antitrypsin deficiency. The Cambridge, Massachusetts-based biotech stated that its decision was based on updated results from its ongoing open-label Phase 1/2 trial designed to evaluate the one-time therapy in patients with AATD-associated lung disease and mild to severe liver disease. AATD is characterized by very low levels of the protein alpha-1 antitrypsin (AAT) due to a genetic mutation. Citing a Feb. 10 data cut, the company noted that BEAM-302 at 60 mg and 75 mg led to 16.1 µM and 14.4 µM of average steady-state total AAT, respectively, in Part A of the study, which involved patients with AATD-associated lung disease. Using data from 26 patients, BEAM noted that the experimental therapy up to 75 mg demonstrated a well-tolerated safety profile with no serious adverse events across Part A and Part B of the study. The overall analysis was based on 29 patients who had been followed up for up to 18 months in Part A and Part B of the study. The company has selected the 60 mg dose to advance a future biologics licensing application for BEAM-302 in an accelerated approval pathway in the U.S. It aims to enroll about 60 more patients with AATD-associated lung disease as an expansion to the trial, with the pivotal cohort expected to begin in H2 2026. More on Beam Therapeutics Beam Therapeutics: Great Potential, But Patience Is Needed Beam Therapeutics Inc. (BEAM) Q4 2025 Earnings Call Transcript Beam Therapeutics Inc. 2025 Q4 - Results - Earnings Call Presentation Beam Therapeutics GAAP EPS of $2.33, revenue of $114.1M Beam Therapeutics shares jump on progress in precision genetic medicines and 2026 strategic plans
tadamichi/iStock via Getty Images There continues to be hope in the capital and commodity markets that a US-Israel war on Iran can be brought to a conclusion soon. While news reports indicate that the US had drafted a 15-point peace plan that has been delivered to Iran via Pakistan, other reports indicate that the US is sending more people and weapons to the region. Iran has reportedly not yet for...
tadamichi/iStock via Getty Images There continues to be hope in the capital and commodity markets that a US-Israel war on Iran can be brought to a conclusion soon. While news reports indicate that the US had drafted a 15-point peace plan that has been delivered to Iran via Pakistan, other reports indicate that the US is sending more people and weapons to the region. Iran has reportedly not yet formally responded to the proposal and has continued missile and drone attacks in the region. Meanwhile, a few more ships appear to have transited the Strait of Hormuz. While the market has jumped back into risk assets at the little glimmers of hope along the way of a short conflict, the derivatives market continues to price in seemingly hawkish central bank policy responses, even if not as extreme as last week. The dollar ( DXY ) was sold in a flurry of activity late in North America yesterday, but follow-through has been limited today and the greenback is trading with a firmer bias. Equities and bonds are recovering, while oil prices (WTI and Brent) are pinned in narrow ranges near yesterday’s lows. Prices G10 • Yesterday, the euro surrendered about half of the gains posted on Tuesday, when many latched on to the “five-day grace period” seemingly granted by President Trump as a sign of progress toward ending the conflict. Yesterday the market was less sure. However, late in the session, a new wave of optimism washed across the markets, and in thin, late North American trading, the euro spiked to new session highs, slightly shy of $1.1630. Monday’s high was closer to $1.1640. It is consolidating today, mostly between $1.1585 and $1.1630. The $1.16 area may still be a battleground. Options for 1.8 bln euros expire at $1.1605 today. Another pile for nearly 1.4 bln euros expires at $1.16 tomorrow. • For the third consecutive session, the dollar held above the previous session’s low against the Japanese yen yesterday and is trying to extend it today. The greenback recorded an ins...
Cintas press release ( CTAS ): Q3 GAAP EPS of $1.24 in-line. Revenue of $2.84B (+8.8% Y/Y) beats by $20M . The organic revenue growth rate for the third quarter of fiscal 2026, which adjusts for the impacts of acquisitions and foreign currency exchange rate fluctuations, was 8.2%. Gross margin as a percent of revenue was 51.0% for the third quarter of fiscal 2026, an all-time high, compared to 50....
Cintas press release ( CTAS ): Q3 GAAP EPS of $1.24 in-line. Revenue of $2.84B (+8.8% Y/Y) beats by $20M . The organic revenue growth rate for the third quarter of fiscal 2026, which adjusts for the impacts of acquisitions and foreign currency exchange rate fluctuations, was 8.2%. Gross margin as a percent of revenue was 51.0% for the third quarter of fiscal 2026, an all-time high, compared to 50.6% in last year's third quarter, an increase of 40 basis points. "We are raising our annual revenue expectations to a range of $11.21 billion to $11.24 billion (vs. $11.21B consensus (prior $11.15 billion to $11.22 billion) and raising our adjusted diluted EPS to a range of $4.86 to $4.90 (vs. $4.88 consensus (prior $4.81 to $4.88) . " More on Cintas Cintas Corporation (CTAS) M&A Call Transcript Cintas Acquires UniFirst: A Win For UNF Shareholders Cintas Just Won't Let UniFirst Go... And That Creates A Catalyst For You Cintas Q3 2026 Earnings Preview Nasdaq enters correction; oversold stocks in focus amid Middle East tensions
Auddia Inc. has unveiled a novel solution to the last-mile delivery challenge with the LT350 micro warehouse network, aiming to transform parking lots into logistics hubs. This innovative platform integrates drones, autonomous EVs, and human couriers through a solar-powered canopy infrastructure, featuring secure lockers, vertical package elevators, and charging facilities. The LT350 system serves...
Auddia Inc. has unveiled a novel solution to the last-mile delivery challenge with the LT350 micro warehouse network, aiming to transform parking lots into logistics hubs. This innovative platform integrates drones, autonomous EVs, and human couriers through a solar-powered canopy infrastructure, featuring secure lockers, vertical package elevators, and charging facilities. The LT350 system serves not only as a logistics node but also as a digital infrastructure for autonomous vehicles,...
vzphotos/iStock Editorial via Getty Images Micron Technology ( MU ) said it has launched cash offers to purchase its outstanding senior notes. The offers cover up to $5.4B of notes, including 5.300% notes due 2031, 5.650% notes due 2032, 5.875% notes due 2033 (two series), 5.800% notes due 2035, and 6.050% notes due 2035. MU shares fell 1.9% premarket to $388 . More on Micron Technology The 'Probl...
vzphotos/iStock Editorial via Getty Images Micron Technology ( MU ) said it has launched cash offers to purchase its outstanding senior notes. The offers cover up to $5.4B of notes, including 5.300% notes due 2031, 5.650% notes due 2032, 5.875% notes due 2033 (two series), 5.800% notes due 2035, and 6.050% notes due 2035. MU shares fell 1.9% premarket to $388 . More on Micron Technology The 'Problem' With Micron's Guidance Micron's Profit Supercycle Mirrors Nvidia - There's Still Time To Buy In The Troubling Signs Coming Into Focus For Micron Investors AI memory demand might drive prices up triple digits: Wedbush Bulls vs. Bears: Micron revisited after Q2 results
(RTTNews) - Partly reflecting a significant rebound in prices for fuel imports, the Labor Department released a report on Wednesday showing U.S. import prices increased by much more than expected in the month of February.
(RTTNews) - Partly reflecting a significant rebound in prices for fuel imports, the Labor Department released a report on Wednesday showing U.S. import prices increased by much more than expected in the month of February.
Hong Kong Financial Secretary Paul Chan tells Bloomberg’s Yvonne Man he government's number one priority is to ensure a continuous supply of quality issuers coming to list in the city. He was speaking at the Bloomberg Family Office Summit 2026 (Source: Bloomberg)
Hong Kong Financial Secretary Paul Chan tells Bloomberg’s Yvonne Man he government's number one priority is to ensure a continuous supply of quality issuers coming to list in the city. He was speaking at the Bloomberg Family Office Summit 2026 (Source: Bloomberg)
Anteros Metals ( AGI ) on Wednesday appointed Abraham Drost as Executive Chairman of its board of directors. Drost had been a registered Professional Geoscientist (Ontario) and president of Rift Minerals, Anteros’ partner on the Seagull project, and had served as chairman of Vinland Lithium. He had also served as president and director of Sabina Gold & Silver. Emily Halle would step down as direct...
Anteros Metals ( AGI ) on Wednesday appointed Abraham Drost as Executive Chairman of its board of directors. Drost had been a registered Professional Geoscientist (Ontario) and president of Rift Minerals, Anteros’ partner on the Seagull project, and had served as chairman of Vinland Lithium. He had also served as president and director of Sabina Gold & Silver. Emily Halle would step down as director and transition to a strategic advisor role, continuing to support its exploration strategy. Referring to its Feb. 23, 2026 release, the company had amended the offering terms to include units priced at $0.05 and flow-through units at $0.065, for gross proceeds of up to $1M. Each unit comprised one common share and one-half warrant, with each whole warrant exercisable at $0.10 per share for two years from issuance. Each flow-through unit comprised one flow-through common share and one-half warrant. The company had granted 2.7 million options at $0.065, expiring in five years. Shares +1.79%. Press release . More on Alamos Gold Inc. Alamos Gold: One Of The Best Gold Miners Still Trading At A Discount Alamos Gold Inc. 2025 Q4 - Results - Earnings Call Presentation Alamos Gold Inc. (AGI:CA) Q4 2025 Earnings Call Transcript Alamos Gold Non-GAAP EPS of $0.54 beats by $0.05, revenue of $575.3M misses by $18.9M Alamos Gold Q4 2025 Earnings Preview
Freeport-McMoRan ( FCX ) declares $0.15/share quarterly dividend , in line with previous. Forward yield 1.06% Payable May 1; for shareholders of record April 15; ex-div April 15. The declaration includes a base dividend of $0.075 per share and variable dividend of $0.075 per share in accordance with FCX's performance-based payout framework. See FCX Dividend Scorecard, Yield Chart, & Dividend Growt...
Freeport-McMoRan ( FCX ) declares $0.15/share quarterly dividend , in line with previous. Forward yield 1.06% Payable May 1; for shareholders of record April 15; ex-div April 15. The declaration includes a base dividend of $0.075 per share and variable dividend of $0.075 per share in accordance with FCX's performance-based payout framework. See FCX Dividend Scorecard, Yield Chart, & Dividend Growth. More on Freeport-McMoRan Freeport-McMoRan: The Drawdown Is A Gift Freeport-McMoRan: The Profit Surge Has Barely Started (Rating Upgrade) Freeport-McMoRan Inc. (FCX) Presents at 35th BMO Global Metals, Mining & Critical Minerals Conference Transcript Copper rebounds as Trump postpones strikes on Iran's power plants Freeport-McMoRan seeks permit for $7.5B Chile mine expansion
da-kuk/E+ via Getty Images India's digital economy is shifting from IT exports to domestic consumption. DGIN's index rebalances toward fintech, e-commerce, and telecom to capture that growth. The MVIS Digital India Index — the underlying benchmark for the VanEck Digital India ETF ( DGIN ) — is updating its methodology to better reflect where growth is occurring in India today, shifting exposure aw...
da-kuk/E+ via Getty Images India's digital economy is shifting from IT exports to domestic consumption. DGIN's index rebalances toward fintech, e-commerce, and telecom to capture that growth. The MVIS Digital India Index — the underlying benchmark for the VanEck Digital India ETF ( DGIN ) — is updating its methodology to better reflect where growth is occurring in India today, shifting exposure away from global IT exporters and toward domestic consumption, financial services, and connectivity. This piece outlines the structural case for India's domestic digital economy and explains what is driving the index change. From Export IT to Domestic Digital India's listed equity market has long been dominated by large IT services companies that generate the majority of their revenue from clients outside the country. For years, these exporters shaped India's representation in global equity indices. That weighting, however, no longer reflects the composition of India's evolving domestic economy. Rising smartphone penetration and household income growth are accelerating domestic digital activity across payments, e-commerce, online financial services, and telecom infrastructure. India's GDP has expanded from roughly $2 trillion in 2015 to approximately $3.9 trillion in 2025 1 , with a growing share of economic activity flowing through domestic digital channels. The companies capturing that growth are increasingly different from those that have historically defined India's listed market. Structural Drivers Three structural factors underpin the expansion of India's domestic digital economy. Connectivity: India has approximately 958 million active internet users. A nationwide 5G rollout has extended high-speed access to urban and semi-urban markets, while data costs remain among the lowest globally. 2 Together, this infrastructure enables digital businesses to reach consumers across income levels and geographies at low marginal cost. Demographics: India's median age is 28, and its...
(RTTNews) - Kontron AG (SANT.DE, KTN.DE), an Austria-based technology company, said Wednesday that it has approved a new share buyback program to repurchase up to 2.9 million shares, representing approximately 4.54% of its share capital, for 50 million euros.
(RTTNews) - Kontron AG (SANT.DE, KTN.DE), an Austria-based technology company, said Wednesday that it has approved a new share buyback program to repurchase up to 2.9 million shares, representing approximately 4.54% of its share capital, for 50 million euros.
Making sure wealth is used for good in the wider community is key to growth beyond the family office Christopher Hui, Secretary for Financial Services and the Treasury, Hong Kong SAR told the audience at the Bloomberg Family Office Summit 2026 in Hong Kong. (Source: Bloomberg)
Making sure wealth is used for good in the wider community is key to growth beyond the family office Christopher Hui, Secretary for Financial Services and the Treasury, Hong Kong SAR told the audience at the Bloomberg Family Office Summit 2026 in Hong Kong. (Source: Bloomberg)