valentinrussanov/E+ via Getty Images The last time I spoke about Upstream Bio, Inc. ( UPB ), it was in a Seeking Alpha article entitled " Upstream Bio: Maintaining Buy Rating On Verekitug Success In Phase 2 CRSwNP Study ." With respect to this article, I noted that the company was able to achieve highly competitive data for its thymic stromal lymphopoietin [TSLP] inhibitor Verekitug for the treatm...
valentinrussanov/E+ via Getty Images The last time I spoke about Upstream Bio, Inc. ( UPB ), it was in a Seeking Alpha article entitled " Upstream Bio: Maintaining Buy Rating On Verekitug Success In Phase 2 CRSwNP Study ." With respect to this article, I noted that the company was able to achieve highly competitive data for its thymic stromal lymphopoietin [TSLP] inhibitor Verekitug for the treatment of patients with chronic rhinosinusitis with nasal polyps [CRSwNP]. This was in terms of once every 12 weeks [Q12W] dosing that offered competitive differentiation. Based on this, I had placed a Buy rating on this stock because of it. Today, I'm downgrading UPB stock because the hope was that the company could offer competitive dosing for another program that it just released data for. This would be in terms of it releasing positive top-line results from its phase 2 VALIANT study using several different dosing regimens of Verekitug to treat these severe asthma patients. Both the 100 mg Q12W and 400 mg once every 24 weeks [Q24W] doses achieved a statistically significant outcome compared to placebo in terms of the primary endpoint of annualized asthma exacerbation rate [AAER] in patients with severe asthma. If this is the case, then why do I believe the stock should be downgraded to a Hold rating? That's because while the company has plans to move forward towards pivotal phase 3 studies of Verekitug to treat both patients with severe asthma and CRSwNP, with respect to the severe asthma program, the goal was not to be equivalent to Tezspire. The advantage is that once every 3 months, dosing could achieve superior efficacy and be competitive. In addition, there is the hope that the Q24W data released would end up also exceeding the bar set by Tezspire in terms of AAER and other potential drugs in development. As I will explain below, the problem is that there are several other companies that are in the process of developing TSLP-targeting drugs for such indications as well...
halbergman There was broad selling pressure in the transportation sector on Thursday on AI-related concerns that have exploded over the last few weeks over companies that could be at risk of industry disruption. Baird's Daniel Moore was just one of the analysts who highlighted growing concerns that open-source automation agents such as Molt Bot could level the tech-related playing field for smalle...
halbergman There was broad selling pressure in the transportation sector on Thursday on AI-related concerns that have exploded over the last few weeks over companies that could be at risk of industry disruption. Baird's Daniel Moore was just one of the analysts who highlighted growing concerns that open-source automation agents such as Molt Bot could level the tech-related playing field for smaller operators. Separately, traders are evaluating the impact of U.S. Transportation Secretary Sean Duffy’s ruling to prohibit "unqualified foreign drivers" from obtaining licenses to drive commercial trucks and buses in a move that has met opposition in the trucking industry. Trucking stocks on the move included RXO Inc ( RXO ) -26.5%, Universal Logistics Holdings Inc ( ULH ) -13.3%, TFI International Inc ( TFII ) -10.7%, PAMT Corp ( PAMT ) -9.9%, ArcBest Corp ( ARCB ) -9.5%, Werner Enterprises Inc ( WERN ) -9.3%, Heartland Express Inc ( HTLD ) -9.2%, Covenant Logistics Group Inc ( CVLG ) -8.7%, XPO Inc ( XPO ) -7.2%, Schneider National Inc ( SNDR ) -6.6%, Marten Transport Ltd ( MRTN ) -6.6%, Saia Inc ( SAIA ) -5.8%, Old Dominion Freight Line Inc ( ODFL ) -5.3%, and Knight-Swift Transportation Holdings Inc ( KNX ) -4.9%. Meanwhile, integrated freight & logistics stocks on the move included C.H. Robinson Worldwide ( CHRW ) -22.5%, Landstar System ( LSTR ) -18.8%, Expeditors International of Washington ( EXPD ) -14.8%, Proficient Auto Logistics ( PAL ) -13.2%, Radiant Logistics ( RLGT ) -11.8%, Hub Group ( HUBG ) -10.9%, Forward Air Corp ( FWRD ) -9.2%, J.B. Hunt Transport Services ( JBHT ) -7.6%, CryoPort ( CYRX ) -5.2%, Freightos ( CRGO ) -4.4%, and Smart Logistics Global Ltd ( SLGB ) -3.9%.
Fournier Beaudry and Cizeron’s Olympic competition is set against backdrop of assault and abuse allegations involving their former partners The American duo of Madison Chock and Evan Bates, the reigning three-time world champions contentiously missed out on Olympic ice dance gold on Wednesday despite a flawless skate. But the controversy surrounding the event is not merely a debate over artistic a...
Fournier Beaudry and Cizeron’s Olympic competition is set against backdrop of assault and abuse allegations involving their former partners The American duo of Madison Chock and Evan Bates, the reigning three-time world champions contentiously missed out on Olympic ice dance gold on Wednesday despite a flawless skate. But the controversy surrounding the event is not merely a debate over artistic and technical merits. Gold went by a narrow margin to the French duo of Laurence Fournier Beaudry and Guillaume Cizeron. It was a stunning achievement for a partnership that is less than a year old. But the union was forged after the fallout from sexual assault allegations levelled at Fournier Beaudry’s boyfriend and former ice dance partner, while Cizeron is the subject of allegations of abusive conduct from his erstwhile skating partner. Continue reading...
napong rattanaraktiya/iStock via Getty Images It has been 7 years since my article Big Tech Oligopoly —an eternity ago. Before the term Mag 7 was coined, and before there were any trillion-dollar companies in the world, I wrote about how the Big 5 techs of the time had insurmountable advantages that would continue to compound for the foreseeable future. As it happened, all 5 companies in the artic...
napong rattanaraktiya/iStock via Getty Images It has been 7 years since my article Big Tech Oligopoly —an eternity ago. Before the term Mag 7 was coined, and before there were any trillion-dollar companies in the world, I wrote about how the Big 5 techs of the time had insurmountable advantages that would continue to compound for the foreseeable future. As it happened, all 5 companies in the article—Microsoft ( MSFT ), Meta ( META ), Alphabet ( GOOG ), Apple ( AAPL ), and Amazon ( AMZN )—returned more than 100% and went on to obtain trillion-dollar-plus market caps. In that article, I singled out Microsoft as the most investable. Even with the recent correction, Microsoft returned a whopping 185% over the period: Data by YCharts To say a lot has happened since then is a gigantic understatement. So the time has come for a follow-up analysis. OpenClaw and the Agentic Era OpenClaw took the world by storm last month (January 2026). It is arguably the first truly viral, widely adopted AI agent, amassing 1.5+ million user instances within weeks of its release. It went by multiple names during its rapid revolution—it first started as “Clawdbot” as a wordplay on the Claude model that it's based on, and it was rebranded as “Moltbot” after Anthropic issued a trademark complaint. But the Moltbot name didn't sit right for the creators, so within a couple of days it was renamed again to “OpenClaw.” Unlike consumer AI apps that many of us are used to (e.g., ChatGPT), which are basically passive chatbots that respond on request and may suggest actions, agents like OpenClaw proactively execute actions for their users—e.g., managing e-mails, calendars, coding, restaurant bookings, and even financial transactions—via persistent memory and a “heartbeat” for completing tasks in the background without further prompting. You interact with OpenClaw just like you could with a human assistant—converse with it via chat apps on your phone, such as WhatsApp or Telegram. You describe in plain E...
Shares of Lyft (NASDAQ: LYFT) have cratered since earnings were reported earlier this week, but were results so bad? The company is growing revenue and rides by double-digits and announced a $1 billion share buyback program. Meanwhile, autonomy plans continue to push forward and that's growing the potential addressable market to over $1 trillion long-term. I dug into the results and why this is on...
Shares of Lyft (NASDAQ: LYFT) have cratered since earnings were reported earlier this week, but were results so bad? The company is growing revenue and rides by double-digits and announced a $1 billion share buyback program. Meanwhile, autonomy plans continue to push forward and that's growing the potential addressable market to over $1 trillion long-term. I dug into the results and why this is one of the best values on the market today in the following video. *Stock prices used were end-of-day prices of Feb. 11, 2026. The video was published on Feb. 12, 2026. Continue reading
Years before the Chevrolet Bolt or Tesla Model 3, the Nissan Leaf was a good-faith attempt by a major automaker to bring electric vehicles to the mass market. But even in its second-generation , the Leaf was hamstrung by poor battery management and was soon left behind. For its third take on the Leaf , Nissan fixed the earlier cars' key flaw by adding liquid-cooling for the battery pack. Better ye...
Years before the Chevrolet Bolt or Tesla Model 3, the Nissan Leaf was a good-faith attempt by a major automaker to bring electric vehicles to the mass market. But even in its second-generation , the Leaf was hamstrung by poor battery management and was soon left behind. For its third take on the Leaf , Nissan fixed the earlier cars' key flaw by adding liquid-cooling for the battery pack. Better yet, the new Leaf is built on a dedicated EV platform that offers better interior space and range efficiency than the hatchback it replaces, despite taking up less road space. Our first drive of the car took place last year in San Diego, a region where the roads tend to flatter a car. Our first impression was positive enough to place the Leaf first among the cars we drove in 2025 . Sure, if money were no object, I'd take that hybrid Porsche 911 that came in second, but you could buy five fully loaded Leafs for the same price as a bare-bones Carrera GTS. And for those of us in the real world, money usually is an object. But a longer test with the Leaf was in order to see how the electric Nissan held up in the day-to-day grind. Price and specs In time, Nissan will offer an entry-level Leaf with a 52 kWh battery pack and a bit less power. For now, though, the company is only importing cars with a 75 kWh (usable) pack and a 214 hp (160 kW), 262 lb-ft (355 Nm) electric motor, which drives the front wheels. Nissan has managed to keep the price sensible, too; the S+ trim starts at $29,990. Riding on the smallest 18-inch wheels, the S+ has the longest range at 303 miles (488 km), but this version does without some of the features many EV drivers may consider essential, like heated front seats and a heat pump. Read full article Comments
UBS analysts have slightly increased their price target for Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) to $245 from $235, citing a generally positive earnings backdrop and supply chain trends, though they described the stock’s near-term upside as limited. The firm maintained a ‘Buy’ rating on the...
UBS analysts have slightly increased their price target for Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) to $245 from $235, citing a generally positive earnings backdrop and supply chain trends, though they described the stock’s near-term upside as limited. The firm maintained a ‘Buy’ rating on the...
Micron Technology (NASDAQ:MU) has delivered a stunning start to 2026. The memory giant’s stock has surged 44% year-to-date, reaching $417.88 as of midday trading. That’s part of a 323% one-year rally that has investors asking: what’s fueling this run, and can it continue? Earnings Beat Momentum Continues Micron’s most recent quarter showed exactly why the ... Micron is Up 44% in 2026: Is It a Bett...
Micron Technology (NASDAQ:MU) has delivered a stunning start to 2026. The memory giant’s stock has surged 44% year-to-date, reaching $417.88 as of midday trading. That’s part of a 323% one-year rally that has investors asking: what’s fueling this run, and can it continue? Earnings Beat Momentum Continues Micron’s most recent quarter showed exactly why the ... Micron is Up 44% in 2026: Is It a Better Buy Than Camtek or Cohu?
AI startup Simile has raised $100 million to help companies predict human behavior, including by guessing items customers might purchase and questions that might get asked on earnings calls. Joon Park, Simile co-founder and CEO, joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)
AI startup Simile has raised $100 million to help companies predict human behavior, including by guessing items customers might purchase and questions that might get asked on earnings calls. Joon Park, Simile co-founder and CEO, joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)
Smoke stacks from the Hugh L. Spurlock Generating Station are seen on June 12, 2025 in Maysville, Kentucky. Jeff Swensen | Getty Images The Trump administration on Thursday revoked a landmark scientific finding that serves as the legal foundation for federal regulations to limit greenhouse gas emissions, in a devastating blow to efforts to combat climate change. The Environmental Protection Agency...
Smoke stacks from the Hugh L. Spurlock Generating Station are seen on June 12, 2025 in Maysville, Kentucky. Jeff Swensen | Getty Images The Trump administration on Thursday revoked a landmark scientific finding that serves as the legal foundation for federal regulations to limit greenhouse gas emissions, in a devastating blow to efforts to combat climate change. The Environmental Protection Agency's endangerment finding , established under President Barack Obama in 2009, classified carbon dioxide, methane and four other greenhouse gases as a threat to public health and welfare. It underpins regulations under the Clean Air Act that set emissions standards and rules for cars and light trucks, power plants, and oil and gas industry facilities. "Under the process just completed by the EPA, we are officially terminating the so-called endangerment finding," President Donald Trump said at the White House with EPA Administrator Lee Zeldin. The endangerment finding emerged from a Supreme Court decision in 2007 that greenhouse gases are air pollutants under the Clean Air Act and the EPA must determine whether they pose a threat to public health. Zeldin's decision to revoke the finding is the most significant action taken yet in the Trump administration's campaign to dismantle U.S. regulations that address climate change. The White House has described the repeal as the largest de-regulatory action in American history. The Sierra Club , the largest environmental group in the U.S., said the Trump administration has formalized "climate denialism as official government policy." It warned that eliminating greenhouse gas standards not only imperils the public, but will expose industries to a flood of litigation. The Supreme Court ruled in a unanimous decision in 2011 that companies cannot be sued under federal common law over greenhouse emissions because regulation of these emissions had been delegated to the EPA. Trump has sought unleash fossil fuel production the U.S. and kill Bid...