U.S. stocks ended mixed on Thursday, with oil prices surging following threats from President Donald Trump that he would take harsh action against Iran and that the war could continue for weeks.
U.S. stocks ended mixed on Thursday, with oil prices surging following threats from President Donald Trump that he would take harsh action against Iran and that the war could continue for weeks.
U.S. stocks ended mixed on Thursday, with oil prices surging following threats from President Donald Trump that he would take harsh action against Iran and that the war could continue for weeks.
U.S. stocks ended mixed on Thursday, with oil prices surging following threats from President Donald Trump that he would take harsh action against Iran and that the war could continue for weeks.
Maris-Tech ( MTEK ) announced on Monday that it has received an additional order from an existing governmental customer, extending the ongoing deployment of its intelligence-gathering solutions. The company stated that the order is a part of continued operational use of Maris-Tech’s systems, supporting intelligence-gathering applications that require real-time video processing and analysis at the ...
Maris-Tech ( MTEK ) announced on Monday that it has received an additional order from an existing governmental customer, extending the ongoing deployment of its intelligence-gathering solutions. The company stated that the order is a part of continued operational use of Maris-Tech’s systems, supporting intelligence-gathering applications that require real-time video processing and analysis at the edge, particularly in bandwidth-constrained and mission-critical environments. The expanded engagement reflects the customer’s satisfaction with Maris-Tech’s compact, AI-powered video solutions, with orders exceeding an aggregate value of $400,000 since the beginning of the year, which enable video capture, processing, and transmission directly at the point of collection. MTEK -4.28% premarket to $1.34. Source: Press Release More on Maris-Tech Maris-Tech stock dips on offering to raise about $2M Financial information for Maris-Tech
LASR faces valuation concerns as revenue headwinds, margin pressure and weak microfabrication outlook raise doubts about sustaining its premium multiples.
LASR faces valuation concerns as revenue headwinds, margin pressure and weak microfabrication outlook raise doubts about sustaining its premium multiples.
Gnomes have become collectors’ items since 2016 debut 2026 edition retailing at $49.50 inside Augusta National Everyone says goodbye to the Masters eventually. Sandy Lyle, Ben Crenshaw, Ian Woosnam and Bernhard Langer used recent years to wave goodbye. Will 2026 be the end for an iconic Augusta National element of more recent times … the Masters gnome? Speculation is rising that this Masters will ...
Gnomes have become collectors’ items since 2016 debut 2026 edition retailing at $49.50 inside Augusta National Everyone says goodbye to the Masters eventually. Sandy Lyle, Ben Crenshaw, Ian Woosnam and Bernhard Langer used recent years to wave goodbye. Will 2026 be the end for an iconic Augusta National element of more recent times … the Masters gnome? Speculation is rising that this Masters will be the final time gnomes will be on sale inside Augusta’s merchandise outlets. On face value, this hardly feels dramatic. The quirk, though, is that the household essential for any golf lover has become a victim of its own success. Augusta National has offered no comment when approached on the gnome’s future but the race feels on to collect the final batches of stock before the 14-inch ceramic doll is consigned to Masters history. Continue reading...
hapabapa Mizuho raised the price target on the shares of Dell Technologies ( DELL ) but reduced it for Super Micro Computer ( SMCI ) while discussing AI server demand. The firm kept its Outperform rating on Dell and increased the price target to $215 from $180. Mizuho maintained its Neutral rating on Super Micro but cut its price target to $25 from $33. "We see strong AI Server demand for 2026-27E...
hapabapa Mizuho raised the price target on the shares of Dell Technologies ( DELL ) but reduced it for Super Micro Computer ( SMCI ) while discussing AI server demand. The firm kept its Outperform rating on Dell and increased the price target to $215 from $180. Mizuho maintained its Neutral rating on Super Micro but cut its price target to $25 from $33. "We see strong AI Server demand for 2026-27E, with NVDA 2027E DC revs tracking up >50% y/y. We note: 1) Major CSP [Cloud Service Providers] capex is now estimated at $689B for 2026E, up 64% y/y, with 2027E consensus estimated conservatively at $811B, up 18% y/y, we believe could have SIGNIFICANT upside given NVDA '27 ~50%+ y/y guide and accelerating Agentic-AI (Claude/ChatGPT/OpenClaw) driving tokens, 2) SMCI continues to be AI Server technology leader with strong AI Server CAPEX tailwinds into 2027E, NT [near term] headlines w/China could shift orders to DELL," said analysts led by Vijay Rakesh. The analysts believe Dell could see some upside in the near term for AI servers with a potential demand/sentiment shift in the market as Dell uses its 10x AI server teams versus peers, fortress balance sheet, and estimated $85B five-quarter pipeline. The analysts noted that higher average selling prices, or ASPs, for PCs could offset some near-term unit headwinds as they see Dell taking PC share in 2026. The analysts also see storage upside as AI drives the demand for more storage racks with increasing parameter counts and reasoning model workloads. "While SMCI continues to be an AI Server technology leader with an innovative and nimble team, near-term it faces some challenges with headlines of former employees' NVDA GPU sales to China, which could potentially shift some risk orders away from SMCI to key competitor DELL," said Rakesh and his team. Shares of Dell rose about 1%, while Super Micro was largely flat but in the red premarket on Monday. More on Dell and Super Micro Computer Super Micro Computer: Don't Buy Into Laws...
RCI Hospitality ( RICK ) board of directors has authorized increasing the amount available under the company's share repurchase program by an additional $20M. This gives RCI around $24.8M available to buy back shares when added to the amount remaining from the previous authorization. From FY16, when the company started implementing its capital allocation strategy, to date, RCI has spent almost $80...
RCI Hospitality ( RICK ) board of directors has authorized increasing the amount available under the company's share repurchase program by an additional $20M. This gives RCI around $24.8M available to buy back shares when added to the amount remaining from the previous authorization. From FY16, when the company started implementing its capital allocation strategy, to date, RCI has spent almost $80M repurchasing almost 3M shares at an average of $27.88 per share, excluding the repurchase of the ADW block of shares in November 2025. More on RCI Hospitality RCI Hospitality Holdings, Inc. 2025 Q4 - Results - Earnings Call Presentation RCI Hospitality Holdings, Inc. (RICK) Q4 2025 Earnings Call Transcript RCI Hospitality: Bombshells Still A Bombshell As Multiple Becomes More Attractive RCI Hospitality gets Nasdaq extension to file quarterly report RCI Hospitality targets $400M revenue and doubles free cash flow per share by fiscal 2029 amid ongoing portfolio optimization
Adam Bartosik/iStock via Getty Images Elbit Systems ( ESLT ) secured a $750M (€650M) contract as part of a previously announced agreement between the IMOD and the HMND. The deal is to supply PULS rocket systems to Greece, including launchers, precision rockets, training ammo, and more to support revenue growth. The deal will run for 4 years, with an additional 10-year support contract. More on Elb...
Adam Bartosik/iStock via Getty Images Elbit Systems ( ESLT ) secured a $750M (€650M) contract as part of a previously announced agreement between the IMOD and the HMND. The deal is to supply PULS rocket systems to Greece, including launchers, precision rockets, training ammo, and more to support revenue growth. The deal will run for 4 years, with an additional 10-year support contract. More on Elbit Systems Elbit Systems Execution Remains Strong But Expectations Run High Elbit Systems Ltd. (ESLT) Q4 2025 Earnings Call Transcript Elbit Systems Ltd. 2025 Q4 - Results - Earnings Call Presentation Elbit Systems wins $750M PULS rocket artillery contract with Greece Elbit Systems outlines $300M CapEx plan for 2026 to meet surging demand and record $28.1B backlog
Adam Bartosik/iStock via Getty Images Elbit Systems secured a $750M (€650M) contract as part of a previously announced agreement between the IMOD and the HMND. The deal is to supply PULS rocket systems to Greece, including launchers, precision rockets, training ammo, and more to support revenue growth. The deal will run for 4 years, with an additional 10-year support contract. More on Elbit System...
Adam Bartosik/iStock via Getty Images Elbit Systems secured a $750M (€650M) contract as part of a previously announced agreement between the IMOD and the HMND. The deal is to supply PULS rocket systems to Greece, including launchers, precision rockets, training ammo, and more to support revenue growth. The deal will run for 4 years, with an additional 10-year support contract. More on Elbit Systems Elbit Systems Execution Remains Strong But Expectations Run High Elbit Systems Ltd. (ESLT) Q4 2025 Earnings Call Transcript Elbit Systems Ltd. 2025 Q4 - Results - Earnings Call Presentation Elbit Systems wins $750M PULS rocket artillery contract with Greece Elbit Systems outlines $300M CapEx plan for 2026 to meet surging demand and record $28.1B backlog
AntonioSolano/iStock via Getty Images As Q1 2026 earnings season is set to kick off, investors are keeping a close eye on the energy sector amid a backdrop of volatile crude prices, shifting demand dynamics, and ongoing geopolitical uncertainty. The following list highlights mid-cap energy names that have a Seeking Alpha EPS Revision Quant Grade of A- or higher, an indication that the analyst comm...
AntonioSolano/iStock via Getty Images As Q1 2026 earnings season is set to kick off, investors are keeping a close eye on the energy sector amid a backdrop of volatile crude prices, shifting demand dynamics, and ongoing geopolitical uncertainty. The following list highlights mid-cap energy names that have a Seeking Alpha EPS Revision Quant Grade of A- or higher, an indication that the analyst community has been raising its expectations for these companies ahead of their Q1 reports Par Pacific Holdings, Inc. ( PARR ) and Talos Energy Inc. ( TALO ) lead the rankings, each securing the highest possible grade of A+. PARR operates in oil and gas refining and marketing, while TALO focuses on exploration and production. Both companies also carry Strong Buy quant ratings, reinforcing their favorable positioning among mid-cap energy names. The remainder of the list features companies with solid A- revision grades across diverse energy subsectors. This includes Archrock, Inc. ( AROC ) in equipment and services, California Resources Corporation ( CRC ) and SM Energy Company ( SM ) in exploration and production, as well as PBF Energy Inc. ( PBF ) in refining and marketing. National Energy Services Reunited Corp. ( NESR ) and NextDecade Corporation ( NEXT ) round out the list, representing equipment services and storage and transportation, respectively. Par Pacific Holdings, Inc. ( PARR ): A+ Talos Energy Inc. ( TALO ): A+ Archrock, Inc. ( AROC ): A- California Resources Corporation ( CRC ): A- National Energy Services Reunited Corp. ( NESR ): A- NextDecade Corporation ( NEXT ): A- PBF Energy Inc. ( PBF ): A- SM Energy Company ( SM ): A- Energy ETFs: ( XLE ), ( AMLP ), ( VDE ), ( XOP ), ( OIH ), and ( IXC ) More on energy stocks Finding The Opportunities After The Selloff And End Of The War Macro Insights: The Hormuz Crisis Says No, But The Market Says Yes Crude Oil Structure Offers Interesting ETF Trading Opportunities Energy small-cap stocks with A-grade EPS revisions Roth Cap...
Tesla (NASDAQ: TSLA) is trading near $361, down 19.8% year-to-date, and the dominant narrative across financial media remains the same: missed delivery numbers, slumping EV demand, and Elon Musk’s divided attention. That framing misses the more consequential story building inside Tesla’s balance sheet. The energy business generated nearly $12.8 billion in revenue in 2025, a ... Tesla Is Quietly Be...
Tesla (NASDAQ: TSLA) is trading near $361, down 19.8% year-to-date, and the dominant narrative across financial media remains the same: missed delivery numbers, slumping EV demand, and Elon Musk’s divided attention. That framing misses the more consequential story building inside Tesla’s balance sheet. The energy business generated nearly $12.8 billion in revenue in 2025, a ... Tesla Is Quietly Becoming a Global Utility and Wall Street Barely Notices
A Goldman Sachs Group Inc. private credit fund said investors sought to pull just under 5% of cash in the first quarter, narrowly escaping a broader exodus that has forced peers to cap withdrawals. Goldman Sachs Private Credit Corp. , which manages a so-called non-traded business development company, met redemption requests in the first quarter amounting to 4.999% of its outstanding shares, accord...
A Goldman Sachs Group Inc. private credit fund said investors sought to pull just under 5% of cash in the first quarter, narrowly escaping a broader exodus that has forced peers to cap withdrawals. Goldman Sachs Private Credit Corp. , which manages a so-called non-traded business development company, met redemption requests in the first quarter amounting to 4.999% of its outstanding shares, according to a filing on Monday. That contrasts with peers including Blue Owl Capital Inc. that saw redemption requests dramatically higher than an industry-wide 5% limit. Redemption requests were still above the 3.5% rate seen in the fourth quarter. A representative for Goldman Sachs didn’t immediately respond to a request for comment. “We are the only non-traded BDC in the peer group whose repurchase requests came in below the standard 5% quarterly cap,” the fund said in a letter to shareholders. The fund pointed to its reliance on institutional capital rather than retail investors, which have been bolting in larger numbers amid worries over lending standards and exposure to companies vulnerable to disruption from artificial intelligence. “To be clear, we are in the same market as the other non-traded BDCs and we are certainly not insulated from the dynamics of the industry,” the Goldman fund managers wrote. “However,” they said, “we remain confident that the more important point is a structural one: we have strategically diversified our sources of capital by maintaining an institutionally oriented private credit platform, which means we can be patient, we can pace our deployment at our discretion, and when coupled with our origination ecosystem, provides us with a competitive advantage throughout the credit cycle.”
narvo vexar Madison Air Solutions ( MAIR ) is preparing to raise as much as $2.23 billion through an initial public offering, a deal that could mark the largest U.S. industrial IPO in nearly 30 years. The Chicago-based maker of ventilation and air filtration systems plans to offer 82.7 million shares priced between $25 and $27 each, according to a filing with the U.S. Securities and Exchange Commi...
narvo vexar Madison Air Solutions ( MAIR ) is preparing to raise as much as $2.23 billion through an initial public offering, a deal that could mark the largest U.S. industrial IPO in nearly 30 years. The Chicago-based maker of ventilation and air filtration systems plans to offer 82.7 million shares priced between $25 and $27 each, according to a filing with the U.S. Securities and Exchange Commission. If priced at the top end, the transaction would represent the biggest public debut for an industrial company since United Parcel Service completed its $5.5 billion listing in 1999. At that valuation, Madison Air ( MAIR ) would be worth roughly $13.2 billion based on its total shares outstanding. The company generates the bulk of its revenue from its U.S. commercial operations, which serve sectors such as healthcare, data centers, manufacturing and logistics. Its residential portfolio includes brands like AprilAire, Broan-NuTone and Zephyr. Investor enthusiasm for businesses tied to data center infrastructure has been strong. For example, shares of Legence ( LGN ) have more than doubled since its IPO last September, while Vertiv Holdings ( VRT ) has surged dramatically since entering public markets via a SPAC deal in 2020. Financially, Madison Air reported net income of $124 million on $3.34 billion in revenue for 2025, compared with $236 million in profit on $2.62 billion in revenue the previous year. The filing also noted that its 10 largest customers accounted for roughly one-third of total sales. The company sees growth opportunities driven by several structural trends, including aging housing stock across North America, rising demand for data center capacity and the reshoring of advanced manufacturing. These dynamics are expanding what it estimates to be a $40 billion market for specialized air systems. Madison Air was assembled by its parent, Madison Industries , through a series of acquisitions beginning in 2017. Following the IPO, founder Larry Gies will retai...
Aninka Bongers-Sutherland/iStock via Getty Images Turning Point Brands, Inc. ( TPB ), saw its stock price suddenly drop 8% last week. It dropped from $78.54 to $72.16 last Wednesday after news broke that the FDA would no longer fast-track Premarket Tobacco Production Applications (PMTA). The company has two applications with the FDA for its white pouch nicotine products. I last covered the company...
Aninka Bongers-Sutherland/iStock via Getty Images Turning Point Brands, Inc. ( TPB ), saw its stock price suddenly drop 8% last week. It dropped from $78.54 to $72.16 last Wednesday after news broke that the FDA would no longer fast-track Premarket Tobacco Production Applications (PMTA). The company has two applications with the FDA for its white pouch nicotine products. I last covered the company on Seeking Alpha back in August 2023. The stock price has gained 185% since then, but a lot has changed with the company. Since then, Turning Point Brands has brought two white pouch nicotine brands to market: FRE and ALP. The new segment called Modern Oral has become the focus of the company's strategy. The company reported strong Q4 financial performance last month with net income and free cash flow. The stock price is up 20% over the last year. The stock price and the company are overvalued based on key metrics, like book value per share and backward multipliers. The stock price fell last week due to panic selling. I rate the company as a Hold for now. Operations Turning Point Brands owns the iconic Zig-Zag rolling paper brand. The company sells cannabis support products like papers and cones. The company also sells chewing tobacco under the brand names Stoker's and Beech-Nut. Both operating segments have fueled revenue growth for the company. Recently, the company has turned to white pouch nicotine products under the brand names FRE and ALP. The new products have been very successful and have helped increase the company's financial performance. The company is now focused on growing these two brands. Panic Selling News came out last week that the FDA would no longer fast-track PMTA applications. These applications are required for a company to sell and to advertise any tobacco or nicotine products. The FDA makes sure that the products and their advertising are suitable for public consumption and not targeted towards children. To date, the FDA has only approved the appli...
Madison Air ( MAIR ) on Monday announced the launch of its roadshow for a proposed initial public offering of 82.7 million shares, expected to price between $25.00 and $27.00 per share. The company plans to list on the New York Stock Exchange under the ticker symbol 'MAIR'. Proceeds from the offering are intended for repayment of certain debt. A registration statement has been filed with the SEC b...
Madison Air ( MAIR ) on Monday announced the launch of its roadshow for a proposed initial public offering of 82.7 million shares, expected to price between $25.00 and $27.00 per share. The company plans to list on the New York Stock Exchange under the ticker symbol 'MAIR'. Proceeds from the offering are intended for repayment of certain debt. A registration statement has been filed with the SEC but is not yet effective. Source: Press Release More on Madison Air Solutions Corporation Madison Air Solutions Targets Large IPO To Pay Down Debt Financial information for Madison Air Solutions Corporation