Moore Threads – one of China’s domestic artificial intelligence chip champions – has entered the intensifying race for AI coding tools with the launch of a new service built on its latest graphics processing unit (GPU). The Beijing-based company on Tuesday unveiled its “AI Coding Plan”, a vertically integrated development suite that runs on a fully domestic hardware-to-model stack, marking a strat...
Moore Threads – one of China’s domestic artificial intelligence chip champions – has entered the intensifying race for AI coding tools with the launch of a new service built on its latest graphics processing unit (GPU). The Beijing-based company on Tuesday unveiled its “AI Coding Plan”, a vertically integrated development suite that runs on a fully domestic hardware-to-model stack, marking a strategic push beyond chipmaking into developer-facing software services. AI coding has emerged as a key battleground for both US and Chinese technology firms, putting Moore Threads into direct competition with Western incumbents such as Microsoft’s Copilot and Cursor, as well as domestic players including Alibaba Group Holding. Alibaba owns the South China Morning Post. Advertisement The new service is powered by Moore Threads’ MTT S5000 GPU, based on its fourth-generation Pinghu architecture, which entered mass production in 2025. The chip has become a core revenue driver for the company, which said earlier this month that it expected revenue to triple this year. Advertisement Moore Threads said the launch represented “a key breakthrough” for home-grown chips and large-scale models in AI coding, arguing that China had overcome a long-standing bottleneck in AI productivity tools by relying on domestic computing power.
I can't code. I know, I know—these days, that sounds like an excuse. Anyone can code, right?! Grab some tutorials, maybe an O'Reilly book, download an example project, and jump in. It's just a matter of learning how to break your project into small steps that you can make the computer do, then memorizing a bit of syntax. Nothing about that is hard! Perhaps you can sense my sarcasm (and sympathize ...
I can't code. I know, I know—these days, that sounds like an excuse. Anyone can code, right?! Grab some tutorials, maybe an O'Reilly book, download an example project, and jump in. It's just a matter of learning how to break your project into small steps that you can make the computer do, then memorizing a bit of syntax. Nothing about that is hard! Perhaps you can sense my sarcasm (and sympathize with my lack of time to learn one more technical skill). Read full article Comments
Welcome to Going Private , I’m Sinead Cruise and this is Bloomberg’s twice-weekly newsletter about private markets and the forces moving capital away from the public eye. Today, we look at the worries swirling around software tech, the early interest in SRTs at one of Saudi Arabia’s biggest banks, and the breakdown of an unlikely investment relationship. But first we explore why the risks of AI le...
Welcome to Going Private , I’m Sinead Cruise and this is Bloomberg’s twice-weekly newsletter about private markets and the forces moving capital away from the public eye. Today, we look at the worries swirling around software tech, the early interest in SRTs at one of Saudi Arabia’s biggest banks, and the breakdown of an unlikely investment relationship. But first we explore why the risks of AI lending are getting harder to track. If you’re not already on our list, sign up here . Have feedback? Email us at goingprivate@bloomberg.net ‘Selling beer to sailors’ The global rollout of artificial intelligence is expected to consume an almost unfathomable quantity of capital. The risks borne by lenders are becoming just as tough to gauge. The AI infrastructure boom is largely a matter of buying land, putting up buildings, connecting them to power and finding big-name tenants like Amazon.com , Microsoft or Meta Platforms to sign up to leases. But that’s where the simplicity ends, my colleague Paula Seligson writes. As private credit loans, special purpose vehicles, blue-chip bonds, junk debt and complex asset-backed loan pools proliferate, mapping out how much any given company or portfolio has riding on AI’s ability to transform the world is an increasingly daunting task. “There’s a view that if you can build a data center, there’s so much demand for data centers that you just can’t lose—it’s like selling beer to sailors,” said Andrew Kleeman , co-head of private fixed income for SLC Management . “But anytime there’s truly innovative technology, there’s usually a massive overinvestment, and then there’s a correction.” Last year, AI-related companies and projects tapped debt markets for at least $200 billion—likely a significant undercount due to the myriad of private lending involved. This year’s issuance projections are running into the hundreds of billions of dollars, and total capex estimates for the coming years range between $3-$5 trillion, depending on the research y...
The deal would reshore Silicon Labs’ integrated circuit manufacturing from Asia-based foundries. The acquisition is expected to close in the first half of 2027.
The deal would reshore Silicon Labs’ integrated circuit manufacturing from Asia-based foundries. The acquisition is expected to close in the first half of 2027.
AI chip startup Positron , which is trying to compete with Nvidia Corp., raised $230 million in a funding round from investors including Arm Holdings Plc and the Qatar Investment Authority. The round values the company at more than $1 billion, including funds raised, Chief Executive Officer Mitesh Agrawal said in an interview. The round was co-led by Arena Private Wealth, formerly Objective Capita...
AI chip startup Positron , which is trying to compete with Nvidia Corp., raised $230 million in a funding round from investors including Arm Holdings Plc and the Qatar Investment Authority. The round values the company at more than $1 billion, including funds raised, Chief Executive Officer Mitesh Agrawal said in an interview. The round was co-led by Arena Private Wealth, formerly Objective Capital Management, Positron customer Jump Trading , and Unless . Helena , as well as previous investors including Valor Equity Partners, Atreides Management and DFJ Growth, also participated. Positron, based in Reno, Nevada, is trying to compete with Nvidia by offering energy-efficient AI chips for inference, or running AI models. The company, which also has listed Cloudflare Inc. and Parasail as customers, is currently selling a first version of its product based on existing reprogrammable chip technology. The second version is being designed from the ground up, and the company expects to have that done by September or October. “In an ideal world we want to match Nvidia on product cadence,” Agrawal said. “That’s one of the things that AI silicon companies haven’t done in the past.” Positron’s chip will have more memory attached than Nvidia’s Rubin chip, which comes out later this year, he said. That will make Positron’s product perform well when reasoning and video models answer queries, he said. Agrawal said the company wasn’t trying to raise money until Jump, a proprietary trading firm, tested Positron’s first-generation product and became interested in its plan for the next chip. Jump’s chief technology officer suggested the company invest. Arena knew Agrawal from its investment in Lambda, a so-called neocloud company, where Agrawal served as chief operating officer. Nvidia’s chips are the dominant products to training and run AI models, but that will change, said Alex Davies, Jump’s CTO. “We don’t think there’s going to be one winner,” Davies said. “I don’t think in five ye...
Lord Mandelson has not responded to requests for comment, but the BBC understands his position is that he has not acted in any way criminally and that he was not motivated by financial gain.
Lord Mandelson has not responded to requests for comment, but the BBC understands his position is that he has not acted in any way criminally and that he was not motivated by financial gain.
Marvell Technology, Inc. (NASDAQ:MRVL) is one of the 10 AI Stocks Analysts Are Watching. On February 2, RBC Capital analyst Srini Pajjuri reiterated an Outperform rating on the stock with a $105.00 price target. The firm remains confident in MRVL’s long-term AI infrastructure thesis despite near-term EPS dilution. RBC Capital particularly updated MRVL’s estimates after the completion of the Celest...
Marvell Technology, Inc. (NASDAQ:MRVL) is one of the 10 AI Stocks Analysts Are Watching. On February 2, RBC Capital analyst Srini Pajjuri reiterated an Outperform rating on the stock with a $105.00 price target. The firm remains confident in MRVL’s long-term AI infrastructure thesis despite near-term EPS dilution. RBC Capital particularly updated MRVL’s estimates after the completion of the Celestial AI acquisition. The updated estimates align with management’s guidance, the firm noted, adding that it continues to view the acquisition favorably. The firm further noted that AWS is interested in using Celestial’s optical chiplet solution for scale-up networking. This positions Marvell favorably for Amazon’s Trainium4. “The acquisition along with AMZN warrant agreement should position MRVL particularly well for Trainium4, in our view.” RBC Reiterates Outperform on Marvell (MRVL) as AI Infrastructure Thesis Strengthens Photo by JESHOOTS.COM on Unsplash It added that its earnings per share estimates for Marvell have been slightly reduced due to stock issuance and higher operating expenses and interest expenses related to the acquisition. “Our EPS estimates come down slightly on stock issuance and higher opex/interest expenses (Celestial revenue not expected to contribute until Q3FY28). We maintain our $105 PT and reiterate Outperform.” As per the analyst report, revenue contribution from the Celestial AI acquisition is not anticipated until third quarter of fiscal year 2028. Marvell Technology, Inc. (NASDAQ:MRVL) develops and manufactures semiconductors, with a heavy focus on data centers. While we acknowledge the potential of MRVL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Doubl...
In recent trading, shares of Wesco International, Inc. (Symbol: WCC) have crossed above the average analyst 12-month target price of $244.91, changing hands for $252.27/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental...
In recent trading, shares of Wesco International, Inc. (Symbol: WCC) have crossed above the average analyst 12-month target price of $244.91, changing hands for $252.27/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business developments that may be responsible for driving the stock price higher — if things are looking up for the company, perhaps it is time for that target price to be raised. There are 11 different analyst targets within the Zacks coverage universe contributing to that average for Wesco International, Inc., but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $200.00. And then on the other side of the spectrum one analyst has a target as high as $266.00. The standard deviation is $19.705. But the whole reason to look at the average WCC price target in the first place is to tap into a "wisdom of crowds" effort, putting together the contributions of all the individual minds who contributed to the ultimate number, as opposed to what just one particular expert believes. And so with WCC crossing above that average target price of $244.91/share, investors in WCC have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $244.91 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table? Below is a table showing the current thinking of the analysts that cover Wesco International, Inc.: Recent WCC Analyst Ratings Breakdown » Current 1 Month Ago 2 Month Ago 3 Month Ago Strong buy ratings: 9 8 8 8 Buy ratings: 0 0 0 0 Hold ratings: 3 3 3 3 Sell ratings: 0 0 0 0 Strong sell ratings: 0 0 0 0 Average rating: 1.5 1.55 1.55 1.55 The average...
People dig out their cars parked along Lancaster St. during a winter storm on Monday, Jan. 26, 2026 in Albany, N.Y. Lori Van Buren | Albany Times Union | Getty Images The harsh winter storm hitting much of the country over the holiday weekend took its toll on the mortgage market in the week that followed. Potential buyers stayed home, and mortgage rates didn't move enough to spark refinance demand...
People dig out their cars parked along Lancaster St. during a winter storm on Monday, Jan. 26, 2026 in Albany, N.Y. Lori Van Buren | Albany Times Union | Getty Images The harsh winter storm hitting much of the country over the holiday weekend took its toll on the mortgage market in the week that followed. Potential buyers stayed home, and mortgage rates didn't move enough to spark refinance demand. Total mortgage application volume dropped 8.9% last week compared with the previous week, according to the Mortgage Bankers Association's seasonally adjusted index. Last week's results included an adjustment for the Martin Luther King Jr. Holiday. The average contract interest rate for 30-year fixed-rate mortgages with conforming loan balances, $832,750 or less, decreased to 6.21% from 6.24%, with points increasing to 0.56 from 0.55, including the origination fee, for loans with a 20% down payment. Despite the drop, applications to refinance a home loan fell 5% for the week but were still 117% higher than the same week one year ago, when rates were over 7%. The refinance share of mortgage activity increased to 57.1% of total applications from 56.2% the previous week. Get Property Play directly to your inbox CNBC's Property Play with Diana Olick covers new and evolving opportunities for the real estate investor, delivered weekly to your inbox. Subscribe here to get access today . Applications for a mortgage to purchase a home fell 14% for the week and were just 4% higher year-over-year. "Winter Storm Fern likely had an impact as much of the country was snowed in, hampering homebuying activity," said Joel Kan, MBA's vice president and deputy chief economist. "The annual increase in purchase applications was the weakest since April 2025. Mortgage rates moved higher to start this week, on a separate index from Mortgage News Daily. They are now at the highest level in two weeks, but that's not saying much, as the range is tiny. Rates rose as the result of a stronger-than-expec...
Slashwork founders, Jackson Gabbard, Dave Miller, and Josh Watzman. Courtesy: Slashwork Two years after Meta announced it was shuttering its Workplace enterprise business, a band of former engineers at the social media company is launching a new corporate communication platform. Slashwork , as the startup is called, on Wednesday announced that it has raised $3.5 million in funding from a variety o...
Slashwork founders, Jackson Gabbard, Dave Miller, and Josh Watzman. Courtesy: Slashwork Two years after Meta announced it was shuttering its Workplace enterprise business, a band of former engineers at the social media company is launching a new corporate communication platform. Slashwork , as the startup is called, on Wednesday announced that it has raised $3.5 million in funding from a variety of investors including Slack co-founder Cal Henderson and Sandberg Bernthal Venture Partners, the venture capital firm of former Meta COO Sheryl Sandberg . The London startup was co-founded by Jackson Gabbard, David Miller and Josh Watzman. The former Facebook engineers said they are designing Slashwork to be an enterprise communication platform similar to Salesforce's Slack and Microsoft Teams but driven by artificial intelligence . "We've started from there, and then we've said 'What about the 2026 AI era?'" Gabbard, the CEO, told CNBC. "What does it look like whenever you start rethinking all of that from the ground up, with AI built into every place that it makes sense?" Gabbard told CNBC that every piece of content in Slashwork has a large-language model embedding, which allows for robust searches from users. Users can also command AI agents to help them find posts or images that aren't populating. Sheryl Sandberg, former chief operating officer of Meta Platforms Inc., during a Bloomberg Television interview in San Francisco, California, US, on Tuesday, Dec. 9, 2025. David Paul Morris | Bloomberg | Getty Images Facebook Workplace launched in 2016 as a business communication tool that looked like the company's social network but was designed for enterprise customers to connect their employees. Meta announced it was ending the platform in 2024 to focus efforts on the Metaverse and AI investments. Besides Sandberg, Slashwork received funding from other Facebook veterans, including former revenue chief David Fischer, former ads chief Carolyn Everson and former sales leader ...
is a news writer who covers the streaming wars, consumer tech, crypto, social media, and much more. Previously, she was a writer and editor at MUO. Posts from this author will be added to your daily email digest and your homepage feed. Sen. Elizabeth Warren (D-MA) is pressing Google for more information about its plans to build a checkout feature into its Gemini AI chatbot. In a letter to Google C...
is a news writer who covers the streaming wars, consumer tech, crypto, social media, and much more. Previously, she was a writer and editor at MUO. Posts from this author will be added to your daily email digest and your homepage feed. Sen. Elizabeth Warren (D-MA) is pressing Google for more information about its plans to build a checkout feature into its Gemini AI chatbot. In a letter to Google CEO Sundar Pichai, Warren expresses concerns that the integration could allow Google and retailers “to exploit sensitive user data” or “manipulate consumers into spending more and paying higher prices.” Last month, Google announced that it will soon allow users to buy products directly within Gemini through the Universal Commerce Protocol (UCP), a standard it developed in partnership with Shopify, Target, Walmart, Wayfair, and Etsy. The UCP is supposed to make it easier for AI agents to communicate with retailers, but Warren wants to know just how much user information — and what kinds — Google plans on providing to retailers through this pipeline. “Google already possesses unprecedented troves of user search and AI chat data, and such intimate data could be merged with both user data from other Google services and third-party retailer data to drive consumer behavior in an exploitative manner,” Warren writes, while also questioning whether Google will prioritize shopping results from retail partners over competitors. Warren adds that the company has already admitted that it will use “sensitive data to help retailers upsell consumers into buying a more ‘premium’ product.” The letter cites a reply from Google on X in which it clarified that retailers will be able to “show additional premium product options that people might be interested in.” In addition to a series of questions about user privacy, Warren is asking Google for information about how user data will affect pricing, as well as whether it will inform users when Gemini suggests a product “based on upselling objective...
Schroptschop/iStock via Getty Images By Bert Colijn , Chief Economist, Netherlands It’s a day before the ECB rate decision, and eurozone inflation just dropped to 1.7% from 2%. That sounds more exciting than it is, as base effects in energy have done a lot of the heavy lifting here. Prices at the pump have actually been rising in recent weeks, despite the weaker US dollar. At the same time, the co...
Schroptschop/iStock via Getty Images By Bert Colijn , Chief Economist, Netherlands It’s a day before the ECB rate decision, and eurozone inflation just dropped to 1.7% from 2%. That sounds more exciting than it is, as base effects in energy have done a lot of the heavy lifting here. Prices at the pump have actually been rising in recent weeks, despite the weaker US dollar. At the same time, the continued decline in services inflation to 3.2% from 3.4% in January does indicate that broader softness in the inflation environment continues. Core inflation now stands at 2.2%, which is the lowest reading since October 2021. The softer inflation environment is in line with our expectations for inflation to average below 2% for 2026. Nonetheless, speculation about a further ECB rate cut has intensified in recent weeks amid slowing imported inflation, partly driven by a weaker US dollar. Indeed, import prices remain subdued at present. Then again, medium-term expectations for inflation have held steady around 2% as more public investment is expected to boost the economy over the course of the year. And indeed, optimism among businesses is on the rise. So, while inflation has dropped below 2%, medium-term inflation expectations are not softening right now. Content Disclaimer This publication has been prepared by ING solely for information purposes irrespective of a particular user's means, financial situation or investment objectives. The information does not constitute investment recommendation, and nor is it investment, legal or tax advice or an offer or solicitation to purchase or sell any financial instrument. Read more Original Post
Story Continues # # # FOR MORE INFORMATION: Jim Sims, Corporate Communications Officer, NioCorp Developments Ltd., (720) 334-7066, jim.sims@niocorp.com Alex Guthrie, Director, Investor Relations, NioCorp Developments Ltd., (647) 999-0527,aguthrie@niocorp.com @NioCorp $NB #Niobium #Scandium #rareearth #neodymium #dysprosium #terbium #ElkCreek ABOUT NIOCORP NioCorp is developing the Elk Creek Projec...
Story Continues # # # FOR MORE INFORMATION: Jim Sims, Corporate Communications Officer, NioCorp Developments Ltd., (720) 334-7066, jim.sims@niocorp.com Alex Guthrie, Director, Investor Relations, NioCorp Developments Ltd., (647) 999-0527,aguthrie@niocorp.com @NioCorp $NB #Niobium #Scandium #rareearth #neodymium #dysprosium #terbium #ElkCreek ABOUT NIOCORP NioCorp is developing the Elk Creek Project that is expected to produce niobium, scandium, and titanium. The Company also is evaluating the potential to produce several rare earths from the Elk Creek Project. Niobium is used to produce specialty alloys as well as High Strength, Low Alloy steel, which is a lighter, stronger steel used in automotive, structural, and pipeline applications. Scandium is a specialty metal that can be combined with Aluminum to make alloys with increased strength and improved corrosion resistance. Scandium is also a critical component of advanced solid oxide fuel cells. Titanium is used in various lightweight alloys and is a key component of pigments used in paper, paint and plastics and is also used for aerospace applications, armor, and medical implants. Magnetic rare earths, such as neodymium, praseodymium, terbium, and dysprosium are critical to the making of neodymium-iron-boron magnets, which are used across a wide variety of defense and civilian applications. FORWARD-LOOKING STATEMENTS This press release contains forward-looking statements within the meaning of the United States Private Securities Litigation Reform Act of 1995 and forward-looking information within the meaning of applicable Canadian securities laws (collectively "forward-looking statements"). Forward-looking statements may include, but are not limited to, statements regarding shifts in the policy environment, objectives, expectations and actions of the U.S. government; NioCorp's expectation of producing niobium, scandium, and titanium, and the potential of producing rare earths, at the Elk Creek Project; and NioCorp...
The owner of the Nasdaq 100 Index is proposing to speed up the inclusion of newly listed, large-cap firms in the widely followed equity benchmark as a flurry of technology giants are slated to go public this year. Dubbed as the “fast entry” rule, the planned revision would allow a new listing to join the Nasdaq 100 after the first 15 trading days, Nasdaq said in a statement . That’s way shorter th...
The owner of the Nasdaq 100 Index is proposing to speed up the inclusion of newly listed, large-cap firms in the widely followed equity benchmark as a flurry of technology giants are slated to go public this year. Dubbed as the “fast entry” rule, the planned revision would allow a new listing to join the Nasdaq 100 after the first 15 trading days, Nasdaq said in a statement . That’s way shorter than the current waiting period of at least three months. The move highlights pressure on index providers to adapt to a world where companies wait much longer to list, putting enormous amounts of market value in play as soon as they enter public hands. Among companies expected to make initial public offerings this year is SpaceX , whose potential $1.3 trillion valuation would make it one of the biggest companies in the Nasdaq 100. “There could be concern that passive funds will be missing out in a scenario where the new stock does rally even further and then requires higher turnover when adding it in,” said Kaasha Saini , head of index strategy at Jefferies. “The proposed change would make the index more representative of the market in a timely way.” The Nasdaq 100 is directly benchmarked to more than $600 billion in exchange-traded funds globally and has been a key stock-market gauge as the artificial-intelligence boom delivered massive gains to the largest tech companies. With Nasdaq vying for IPOs against rivals like the New York Stock Exchange, the scale of the index funds tied to the Nasdaq 100 is likely to help its pitch to woo new listings. Other index managers such as MSCI have already adopted approaches that ensure a large IPO can be included not long after its debut. By contrast, an entry to the Nasdaq 100 now requires three months of seasoning — during which the stock establishes sufficient liquidity and price stability — and only occurs during December’s annual reconstitution. The “fast entry” rule is part of an industry consultation set to conclude later this mon...
2025 didn't just grow CoreWeave; it clarified the investment case. From here, execution will determine whether the story compounds or stalls. Last year marked a turning point for CoreWeave (CRWV +1.33%). The company entered 2025 as a fast-growing private artificial intelligence (AI) infrastructure provider and exited it as a publicly traded, systemically important player in the AI compute ecosyste...
2025 didn't just grow CoreWeave; it clarified the investment case. From here, execution will determine whether the story compounds or stalls. Last year marked a turning point for CoreWeave (CRWV +1.33%). The company entered 2025 as a fast-growing private artificial intelligence (AI) infrastructure provider and exited it as a publicly traded, systemically important player in the AI compute ecosystem. Revenue surged, customer commitments expanded rapidly, and CoreWeave cemented its role as a key supplier to some of the world's most demanding AI builders. But beyond the headline growth, 2025 delivered something more valuable for investors: clarity. By year's end, it became much easier to understand where CoreWeave's opportunity lies, what the real risks are, and how AI stock investors should evaluate the business going forward. Growth is not only explosive -- it's visible CoreWeave's revenue growth in 2025 was eye-catching, but the more important story sat beneath the income statement. The company exited the year with a contracted revenue backlog exceeding $55 billion as of Sept. 30, 2025, largely driven by large deals with customers including OpenAI, Meta Platforms, and multiple hyperscalers. That backlog meaningfully changes how investors should think about the business. Unlike usage-based cloud models, where revenue can fluctuate with demand cycles, a significant portion of CoreWeave's future revenue is already contractually committed, assuming it delivers capacity on schedule. This gives the company a level of forward visibility that is rare for a business still growing at this pace. The contrast between quarterly revenue and backlog reinforces the point. While CoreWeave generated roughly $1.4 billion per quarter during the year, its contracted commitments extend over many years. That gap suggests a long runway of embedded growth even if new customer acquisition slows. For investors, the key question is no longer whether customers want AI compute. They've already s...
In recent trading, shares of Steel Dynamics Inc. (Symbol: STLD) have crossed above the average analyst 12-month target price of $110.89, changing hands for $111.26/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental busi...
In recent trading, shares of Steel Dynamics Inc. (Symbol: STLD) have crossed above the average analyst 12-month target price of $110.89, changing hands for $111.26/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business developments that may be responsible for driving the stock price higher — if things are looking up for the company, perhaps it is time for that target price to be raised. There are 9 different analyst targets within the Zacks coverage universe contributing to that average for Steel Dynamics Inc., but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $95.00. And then on the other side of the spectrum one analyst has a target as high as $130.00. The standard deviation is $11.307. But the whole reason to look at the average STLD price target in the first place is to tap into a "wisdom of crowds" effort, putting together the contributions of all the individual minds who contributed to the ultimate number, as opposed to what just one particular expert believes. And so with STLD crossing above that average target price of $110.89/share, investors in STLD have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $110.89 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table? Below is a table showing the current thinking of the analysts that cover Steel Dynamics Inc.: Recent STLD Analyst Ratings Breakdown » Current 1 Month Ago 2 Month Ago 3 Month Ago Strong buy ratings: 2 2 1 1 Buy ratings: 0 0 0 0 Hold ratings: 7 7 8 8 Sell ratings: 0 0 0 0 Strong sell ratings: 1 1 1 1 Average rating: 2.8 2.8 3.0 3.0 The average rating presented ...
EV Bloodbath: Carmakers Suffer Face-Melting Losses As Buyers Flee, Credits End The push into electric vehicles was always bullshit , sold by the left as the move that would future-proof America’s and Europe’s legacy automakers and save the planet - and anyone not buying it was subject to a guilt trip from smug, private-jet-owning elitists. Instead, EVs are now looking like one of the costliest str...
EV Bloodbath: Carmakers Suffer Face-Melting Losses As Buyers Flee, Credits End The push into electric vehicles was always bullshit , sold by the left as the move that would future-proof America’s and Europe’s legacy automakers and save the planet - and anyone not buying it was subject to a guilt trip from smug, private-jet-owning elitists. Instead, EVs are now looking like one of the costliest strategic blunders in modern automotive history. Major U.S. and European brands - including Ford, General Motors, Stellantis, Mercedes-Benz, and Volkswagen - have collectively burned through nearly a staggering $114 billion on EV ventures between 2022 and late 2025 , according to an analysis by Robert Bryce in the The New York Post . Thomas Edison with a Detroit Electric car in 1913. Credit: Wikimedia . Via RobertBryce.substack.com Ford, Lucid, and Rivian report EV losses directly in their SEC filings, while GM, Stellantis, Mercedes, and Volkswagen do not break out EV performance, forcing analysts to rely on conservative estimates drawn from earnings results, write-downs, and public guidance. Among traditional automakers, Ford stands alone in providing clear EV-specific financial reporting, Bryce reports. Between 2022 and the third quarter of 2025, legacy automakers alone are estimated to have lost roughly $83.6 billion on EV programs, including major write-downs at Ford and GM. EV-only startups Lucid and Rivian account for another $30.2 billion in red ink, with total losses across seven automakers approach $114 billion . The newspaper said it excluded Tesla from their analysis because a significant portion of its profits comes from regulatory credit sales and non-auto businesses. Legacy automakers poured tens of billions into new factories, battery deals, and all-electric lineups, often under intense regulatory pressure and incentive schemes under the Biden administration that were premised on rapid, mass adoption that never fully materialized. From 2015 through early 2024, a...
In recent trading, shares of Fastenal Co. (Symbol: FAST) have crossed above the average analyst 12-month target price of $55.71, changing hands for $55.79/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business deve...
In recent trading, shares of Fastenal Co. (Symbol: FAST) have crossed above the average analyst 12-month target price of $55.71, changing hands for $55.79/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business developments that may be responsible for driving the stock price higher — if things are looking up for the company, perhaps it is time for that target price to be raised. There are 7 different analyst targets within the Zacks coverage universe contributing to that average for Fastenal Co., but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $50.00. And then on the other side of the spectrum one analyst has a target as high as $65.00. The standard deviation is $5.056. But the whole reason to look at the average FAST price target in the first place is to tap into a "wisdom of crowds" effort, putting together the contributions of all the individual minds who contributed to the ultimate number, as opposed to what just one particular expert believes. And so with FAST crossing above that average target price of $55.71/share, investors in FAST have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $55.71 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table? Below is a table showing the current thinking of the analysts that cover Fastenal Co.: Recent FAST Analyst Ratings Breakdown » Current 1 Month Ago 2 Month Ago 3 Month Ago Strong buy ratings: 1 1 2 2 Buy ratings: 0 0 0 0 Hold ratings: 7 6 6 6 Sell ratings: 0 0 0 0 Strong sell ratings: 2 3 3 3 Average rating: 3.13 3.33 3.12 3.12 The average rating presented in the last row of the ...
*Other Operating Data Consensus Source: Bloomberg More on Eli Lilly Eli Lilly: Obesity Pricing For Access Tradeoff A Net Positive Eli Lilly: Breakout To New Highs Sends A Clear Warning Shot Eli Lilly: Buy Ahead Of Its Earnings Day (Preview) Eli Lilly Non-GAAP EPS of $7.54 beats by $0.61, revenue of $19.29B beats by $1.35B Novo Nordisk falls after 2025 results, dragging Lilly (update)
*Other Operating Data Consensus Source: Bloomberg More on Eli Lilly Eli Lilly: Obesity Pricing For Access Tradeoff A Net Positive Eli Lilly: Breakout To New Highs Sends A Clear Warning Shot Eli Lilly: Buy Ahead Of Its Earnings Day (Preview) Eli Lilly Non-GAAP EPS of $7.54 beats by $0.61, revenue of $19.29B beats by $1.35B Novo Nordisk falls after 2025 results, dragging Lilly (update)
In recent trading, shares of Merck & Co Inc (Symbol: MRK) have crossed above the average analyst 12-month target price of $92.53, changing hands for $93.13/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business dev...
In recent trading, shares of Merck & Co Inc (Symbol: MRK) have crossed above the average analyst 12-month target price of $92.53, changing hands for $93.13/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business developments that may be responsible for driving the stock price higher — if things are looking up for the company, perhaps it is time for that target price to be raised. There are 15 different analyst targets within the Zacks coverage universe contributing to that average for Merck & Co Inc, but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $70.00. And then on the other side of the spectrum one analyst has a target as high as $110.00. The standard deviation is $10.769. But the whole reason to look at the average MRK price target in the first place is to tap into a "wisdom of crowds" effort, putting together the contributions of all the individual minds who contributed to the ultimate number, as opposed to what just one particular expert believes. And so with MRK crossing above that average target price of $92.53/share, investors in MRK have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $92.53 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table? Below is a table showing the current thinking of the analysts that cover Merck & Co Inc: Recent MRK Analyst Ratings Breakdown » Current 1 Month Ago 2 Month Ago 3 Month Ago Strong buy ratings: 8 8 8 8 Buy ratings: 0 0 0 0 Hold ratings: 8 8 8 9 Sell ratings: 0 0 0 0 Strong sell ratings: 0 0 0 0 Average rating: 2.0 2.0 2.0 2.06 The average rating presented in the last row of the...
In recent trading, shares of Nucor Corp. (Symbol: NUE) have crossed above the average analyst 12-month target price of $158.86, changing hands for $160.77/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business deve...
In recent trading, shares of Nucor Corp. (Symbol: NUE) have crossed above the average analyst 12-month target price of $158.86, changing hands for $160.77/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business developments that may be responsible for driving the stock price higher — if things are looking up for the company, perhaps it is time for that target price to be raised. There are 7 different analyst targets within the Zacks coverage universe contributing to that average for Nucor Corp., but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $130.00. And then on the other side of the spectrum one analyst has a target as high as $188.00. The standard deviation is $20.995. But the whole reason to look at the average NUE price target in the first place is to tap into a "wisdom of crowds" effort, putting together the contributions of all the individual minds who contributed to the ultimate number, as opposed to what just one particular expert believes. And so with NUE crossing above that average target price of $158.86/share, investors in NUE have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $158.86 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table? Below is a table showing the current thinking of the analysts that cover Nucor Corp.: Recent NUE Analyst Ratings Breakdown » Current 1 Month Ago 2 Month Ago 3 Month Ago Strong buy ratings: 2 2 2 2 Buy ratings: 0 0 0 0 Hold ratings: 5 5 5 5 Sell ratings: 0 0 0 0 Strong sell ratings: 1 1 0 0 Average rating: 2.75 2.75 2.43 2.43 The average rating presented in the last row of the a...
In recent trading, shares of Dollar Tree Inc (Symbol: DLTR) have crossed above the average analyst 12-month target price of $153.76, changing hands for $155.13/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business...
In recent trading, shares of Dollar Tree Inc (Symbol: DLTR) have crossed above the average analyst 12-month target price of $153.76, changing hands for $155.13/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business developments that may be responsible for driving the stock price higher — if things are looking up for the company, perhaps it is time for that target price to be raised. There are 17 different analyst targets within the Zacks coverage universe contributing to that average for Dollar Tree Inc, but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $115.00. And then on the other side of the spectrum one analyst has a target as high as $200.00. The standard deviation is $27.323. But the whole reason to look at the average DLTR price target in the first place is to tap into a "wisdom of crowds" effort, putting together the contributions of all the individual minds who contributed to the ultimate number, as opposed to what just one particular expert believes. And so with DLTR crossing above that average target price of $153.76/share, investors in DLTR have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $153.76 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table? Below is a table showing the current thinking of the analysts that cover Dollar Tree Inc: Recent DLTR Analyst Ratings Breakdown » Current 1 Month Ago 2 Month Ago 3 Month Ago Strong buy ratings: 11 8 8 7 Buy ratings: 0 1 1 1 Hold ratings: 7 9 9 9 Sell ratings: 1 1 1 1 Strong sell ratings: 0 0 0 0 Average rating: 1.89 2.16 2.16 2.22 The average rating presented in th...
In recent trading, shares of Eastman Chemical Co (Symbol: EMN) have crossed above the average analyst 12-month target price of $87.41, changing hands for $89.68/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental busines...
In recent trading, shares of Eastman Chemical Co (Symbol: EMN) have crossed above the average analyst 12-month target price of $87.41, changing hands for $89.68/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business developments that may be responsible for driving the stock price higher — if things are looking up for the company, perhaps it is time for that target price to be raised. There are 17 different analyst targets within the Zacks coverage universe contributing to that average for Eastman Chemical Co, but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $75.00. And then on the other side of the spectrum one analyst has a target as high as $115.00. The standard deviation is $10.265. But the whole reason to look at the average EMN price target in the first place is to tap into a "wisdom of crowds" effort, putting together the contributions of all the individual minds who contributed to the ultimate number, as opposed to what just one particular expert believes. And so with EMN crossing above that average target price of $87.41/share, investors in EMN have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $87.41 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table? Below is a table showing the current thinking of the analysts that cover Eastman Chemical Co: Recent EMN Analyst Ratings Breakdown » Current 1 Month Ago 2 Month Ago 3 Month Ago Strong buy ratings: 6 6 6 6 Buy ratings: 0 0 0 0 Hold ratings: 10 10 10 10 Sell ratings: 0 0 0 0 Strong sell ratings: 0 0 0 0 Average rating: 2.25 2.25 2.25 2.25 The average rating presented ...
In recent trading, shares of IPG Photonics Corp (Symbol: IPGP) have crossed above the average analyst 12-month target price of $96.08, changing hands for $98.92/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental busines...
In recent trading, shares of IPG Photonics Corp (Symbol: IPGP) have crossed above the average analyst 12-month target price of $96.08, changing hands for $98.92/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business developments that may be responsible for driving the stock price higher — if things are looking up for the company, perhaps it is time for that target price to be raised. There are 6 different analyst targets within the Zacks coverage universe contributing to that average for IPG Photonics Corp, but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $77.50. And then on the other side of the spectrum one analyst has a target as high as $105.00. The standard deviation is $10.365. But the whole reason to look at the average IPGP price target in the first place is to tap into a "wisdom of crowds" effort, putting together the contributions of all the individual minds who contributed to the ultimate number, as opposed to what just one particular expert believes. And so with IPGP crossing above that average target price of $96.08/share, investors in IPGP have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $96.08 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table? Below is a table showing the current thinking of the analysts that cover IPG Photonics Corp: Recent IPGP Analyst Ratings Breakdown » Current 1 Month Ago 2 Month Ago 3 Month Ago Strong buy ratings: 6 5 5 4 Buy ratings: 0 0 0 0 Hold ratings: 4 5 5 5 Sell ratings: 1 1 1 1 Strong sell ratings: 0 0 0 1 Average rating: 2.0 2.18 2.18 2.55 The average rating presented in t...
青岛国恩科技股份有限公司（简称：“国恩科技”，股票代码：“2768”）今日在港股上市。 国恩科技发行价为36港元，发行3000万股，募资总额为10.8亿港元，扣除发行应付上市费用7960万港元，募资净额为10亿港元。 国恩科技基石投资者分别为利冠投资有限公司、SLD International Enterprises、丞安国际有限公司、申万宏源证券有限公司、First Seafront Fund ...
青岛国恩科技股份有限公司（简称：“国恩科技”，股票代码：“2768”）今日在港股上市。 国恩科技发行价为36港元，发行3000万股，募资总额为10.8亿港元，扣除发行应付上市费用7960万港元，募资净额为10亿港元。 国恩科技基石投资者分别为利冠投资有限公司、SLD International Enterprises、丞安国际有限公司、申万宏源证券有限公司、First Seafront Fund Series SPC、新嘉财富证券有限公司、Luminous Horizon、富国资产管理（香港）有限公司，一共认购4100万美元。 其中，利冠认购500万美元，SLD International Enterprises认购1026万美元，丞安国际认购230万美元，申万宏源证券认购100万美元，First Seafront Fund Series SPC认购1411万美元，新嘉财富认购192万美元，Luminous Horizon认购513万美元，富国香港认购128万美元。 国恩科技港股开盘价45港元，较发行价涨25%；收盘价为40.16港元，较发行价上涨11.56%；以收盘价计算，公司市值为121亿港元。 随着此番上市， 国恩科技形成了“A+H”股的格局。不过，截至今日收盘， 国恩科技A股股价为55.18元，较前一日下跌1%，市值为149.68亿，仍较H股溢价35%。 10个月营收174亿 国恩科技 成立于2000年12月， 是一家一家专注于化工新材料及明胶、胶原蛋白上下游产品的供应商，服务于化工行业及大健康行业，主要从事工业及商业用途产品的研发、生产及销售。 国恩科技的客户包括下游行业（如汽车、新能源及家电）的制造商及下游制造商的供应链解决方案提供商。 就公司的大健康板块而言，客户主要包括医疗及药品制造商，彼等使用公司的产品作为生产补充剂和药品等下游产品的原材料。 2016年，国恩科技收购购益青生物（专注于生产空心胶囊），标示我们进军大健康产业；2018年成立立国骐光电和广东国恩；2021年收购创业板上市公司东宝生物（股票代码：300239.SZ），深化垂直整合，并延伸大健康产业领域布局； 2022年，国恩科技完成日照国恩化学有限公司的战略投资；2024年，收购香港石化及国恩化学（东明），完成大化工产业板块纵向一体化布局。 招股书显示，国恩科技2022年、2023年、2...