Infleqtion ( INFQ ) issued 2026 revenue guidance of $40M, citing rising demand for quantum computing and sensing solutions. FY2025 revenue reached $32.5M, with a GAAP operating loss of $35.3M and non-GAAP loss of $28.1M. The company is collaborating with NASA on a quantum sensing mission, with over $20M in contracted funding. More on Infleqtion, Inc. Infleqtion, Inc. (INFQ) Analyst/Investor Day Tr...
Infleqtion ( INFQ ) issued 2026 revenue guidance of $40M, citing rising demand for quantum computing and sensing solutions. FY2025 revenue reached $32.5M, with a GAAP operating loss of $35.3M and non-GAAP loss of $28.1M. The company is collaborating with NASA on a quantum sensing mission, with over $20M in contracted funding. More on Infleqtion, Inc. Infleqtion, Inc. (INFQ) Analyst/Investor Day Transcript Infleqtion, Inc. (INFQ) Analyst/Investor Day - Slideshow Infleqtion: Quantum Computing's Dark Horse Infleqtion secures $3.9M in federal funding Financial information for Infleqtion, Inc.
ICF International ( NASDAQ: ICFI ) said on Wednesday it has been awarded a position on a U.S. Defense Counterintelligence and Security Agency (DCSA) blanket purchase agreement with a ceiling value of $800 million. The five-year, multiple-award contract will see 12 companies compete for task orders to modernize the agency’s National Background Investigation Services systems. ICF said it will be eli...
ICF International ( NASDAQ: ICFI ) said on Wednesday it has been awarded a position on a U.S. Defense Counterintelligence and Security Agency (DCSA) blanket purchase agreement with a ceiling value of $800 million. The five-year, multiple-award contract will see 12 companies compete for task orders to modernize the agency’s National Background Investigation Services systems. ICF said it will be eligible to bid on work involving software engineering and system upgrades using cloud-based design, zero trust architecture, open-source technologies, artificial intelligence and automation. The company said the program is aimed at improving the performance, scalability, and security of systems used for government workforce vetting. ICFI +0.04% after hours to $69.22. Source: Press Release More on ICF International ICF International: New Year, 'Almost' A New ICF ICF International, Inc. (ICFI) Q4 2025 Earnings Call Transcript ICF targets over 10% nonfederal revenue growth in 2026 as commercial energy segment expands ICF secures $300 million in new European contracts Seeking Alpha’s Quant Rating on ICF International
Everspin Technologies ( MRAM ) on Wednesday announced its strategic manufacturing agreement with Microchip Technology ( MCHP ) to expand production capacity and strengthen long-term supply. Everspin has entered into an initial 10-year agreement, which can be extended in 2-year increments, with Microchip Technology to augment its onshore manufacturing capacity for MRAM and Tunnel Magnetoresistive (...
Everspin Technologies ( MRAM ) on Wednesday announced its strategic manufacturing agreement with Microchip Technology ( MCHP ) to expand production capacity and strengthen long-term supply. Everspin has entered into an initial 10-year agreement, which can be extended in 2-year increments, with Microchip Technology to augment its onshore manufacturing capacity for MRAM and Tunnel Magnetoresistive (TMR) sensor products. The company will establish a copy exact (plus) MRAM line to manufacture MRAM and TMR sensor products currently produced at its line in Chandler, Arizona. Source: Press Release More on Everspin Technologies Everspin Technologies: Wait For Further Retracement Before Pursuing This Pricey MRAM Specialist Everspin Technologies Non-GAAP EPS of $0.11 misses by $0.01, revenue of $14.8M beats by $0.35M Seeking Alpha’s Quant Rating on Everspin Technologies Historical earnings data for Everspin Technologies
JHVEPhoto/iStock Editorial via Getty Images Capital markets stocks have been hit hard by private credit woes . Much ink has been spilled regarding the travails of Blue Owl ( OWL ) and, to a lesser extent, KKR ( KKR ), Ares ( ARES ), and Apollo ( APO ). Shares of Jefferies Financial Group Inc. ( JEF ), for instance, are down sharply from their late-2024 highs. The drawdown briefly reached 50% at th...
JHVEPhoto/iStock Editorial via Getty Images Capital markets stocks have been hit hard by private credit woes . Much ink has been spilled regarding the travails of Blue Owl ( OWL ) and, to a lesser extent, KKR ( KKR ), Ares ( ARES ), and Apollo ( APO ). Shares of Jefferies Financial Group Inc. ( JEF ), for instance, are down sharply from their late-2024 highs. The drawdown briefly reached 50% at the lows last month. Now, after a rebound and a solid earnings report , JEF has been on the near-term mend. I had a Buy rating on the $9 billion market cap Financials sector stock back in October , near the Q4 lows. Shares are down 13% since then, but I reiterate a Buy rating. I see value in the beaten-up Investment Banking and Brokerage industry equity. With hopes of a geopolitical resolution and the possibility of improved IPO activity amid ongoing decent investment banking trends (including very high M&A volume), I assert the market is mispricing JEF. I’ll provide an updated valuation and a fresh look at the technicals. JEF Recovering From Its March Low StockCharts.com In March, Jefferies reported a solid set of quarterly results, with a 27% YoY increase in net revenue to $2.0 billion and a rise in diluted EPS to $0.70. Growth was primarily fueled by record-breaking performance in its Investment Banking segment, where net sales reached $1.02 billion, driven by surging advisory and equity underwriting activity. Specifically, its equity underwriting grew fees collected by a whopping 138%, while advisory fees climbed 38% vs. Q1 2025. Shares rallied 1.6% in the session that followed, and the options market prices in a somewhat high 5.6% earnings-related stock price swing when analyzing the at-the-money straddle expiring soonest after the June 24 reporting date. Implied volatility is elevated at 42%, and short interest on the stock is somewhat low at 2.4%. While the company’s Equities Trading segment performed well with 37% growth from the same period a year earlier, the Fixed ...
SANTA CLARA, Calif., April 08, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) announced today that it will report fiscal first quarter 2026 financial results on Tuesday, May 5, 2026, after the market close. Management will conduct a conference call to discuss these results at 5:00 p.m. ET / 2:00 p.m. PT. Interested parties are invited to listen to the webcast of the conference call via the AMD Investo...
SANTA CLARA, Calif., April 08, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) announced today that it will report fiscal first quarter 2026 financial results on Tuesday, May 5, 2026, after the market close. Management will conduct a conference call to discuss these results at 5:00 p.m. ET / 2:00 p.m. PT. Interested parties are invited to listen to the webcast of the conference call via the AMD Investor Relations website ir.amd.com. AMD also announced it will participate in the following event for th
A potential IPO for SpaceX could hinge more on narrative than fundamentals, with talk of an enormous capital raise at a lofty valuation. Watch the video below to see what discerning investors should focus on first. *This video was published on April 2, 2026. Continue reading
A potential IPO for SpaceX could hinge more on narrative than fundamentals, with talk of an enormous capital raise at a lofty valuation. Watch the video below to see what discerning investors should focus on first. *This video was published on April 2, 2026. Continue reading
Matt Zimmer, global head of investment banking at William Blair, joins Dani Burger and Scarlet Fu on "Bloomberg Deals." They discuss which sectors stand to see a slowdown or acceleration in dealmaking amid global fuel constraints. (Source: Bloomberg)
Matt Zimmer, global head of investment banking at William Blair, joins Dani Burger and Scarlet Fu on "Bloomberg Deals." They discuss which sectors stand to see a slowdown or acceleration in dealmaking amid global fuel constraints. (Source: Bloomberg)
Rimini Street, Inc. (NASDAQ:RMNI) is among the 12 Cheap Penny Stocks to Invest In Now. On April 1, Rimini Street, Inc. (NASDAQ:RMNI) announced a series of first-quarter debt reduction initiatives alongside an amendment to its existing credit agreement. The company reduced its outstanding term loan by $10.9 million during the quarter, bringing the balance down to […]
Rimini Street, Inc. (NASDAQ:RMNI) is among the 12 Cheap Penny Stocks to Invest In Now. On April 1, Rimini Street, Inc. (NASDAQ:RMNI) announced a series of first-quarter debt reduction initiatives alongside an amendment to its existing credit agreement. The company reduced its outstanding term loan by $10.9 million during the quarter, bringing the balance down to […]
digicomphoto/iStock via Getty Images EQUITY RESEARCH | BIOTECHNOLOGY | INITIATING COVERAGE Structure Therapeutics ( GPCR ) RATING: BUY PT: $110 PRICE: $54.68 UPSIDE: +101% Click to enlarge Market Cap $3.8B | Cash $1.4B | Runway Through 2028 | Shares 60.6M ADSs | Sector: Metabolic / Obesity GPCR 1-year price chart (Seeking Alpha) Investment Thesis: A Generational Oral GLP-1 Opportunity We consider ...
digicomphoto/iStock via Getty Images EQUITY RESEARCH | BIOTECHNOLOGY | INITIATING COVERAGE Structure Therapeutics ( GPCR ) RATING: BUY PT: $110 PRICE: $54.68 UPSIDE: +101% Click to enlarge Market Cap $3.8B | Cash $1.4B | Runway Through 2028 | Shares 60.6M ADSs | Sector: Metabolic / Obesity GPCR 1-year price chart (Seeking Alpha) Investment Thesis: A Generational Oral GLP-1 Opportunity We consider Structure Therapeutics as one of the most compelling risk-reward setup in the biotechnology sector and an attractive M&A candidate. The company's oral small molecule GLP-1 receptor agonist Aleniglipron (GSBR-1290) showed the best data among oral drugs in obesity landscape (16.3% placebo-adjusted weight loss at 44 weeks in the Phase 2 ACCESS II trial). Aleniglipron's biased agonism mechanism (selective activation of G-protein cAMP signaling without triggering beta-arresting recruitement), distinguishes it from the hepatotoxicity shown by prior rivals from Pfizer ( PFE ) and Terns Pharmaceuticals ( TERN ). The company has a fortress balance sheet of $1.45 billion in cash reserves (cash runway until at least 2028 at the current operating cash use of $222 million in last 12 months) and multiple shots at the goal through several product candidates. We are initiating coverage on Structure Therapeutics with a BUY rating and a probability-weighted price target of $110 (101% upside). Pipeline: Five Clinical Programs, One Unified Metabolic Platform GPCR Pipeline (GPCR Investor presentation) Aleniglipron (GSBR-1290): The Franchise Asset Aleniglipron is the company's key asset. Phase 2 ACCESS II trial showed a 16.3% weight loss at 44 weeks in 180 mg arm without any evidence of plateau of weight loss. From safety point of view, there was just 2.0-3.4% discontinuation, significantly below the 10-15% discontinuation ratee seen with injectable GLP1- treatments. No cases of liver injury were seen. In addition, it may also be priced cheaper than competing injectable GLP-1 drugs due to lower ...
Happy ceasefire day and welcome to Regulator , a newsletter for Verge subscribers about Big Tech's rocky journey through the world of politics. If you're not a subscriber yet, you can do so here , but my only request is that you sign up before Donald Trump decides to revisit his previous threats toward Iran and kickstart World War III. I'm back after being waylaid last week by the deadly combo of ...
Happy ceasefire day and welcome to Regulator , a newsletter for Verge subscribers about Big Tech's rocky journey through the world of politics. If you're not a subscriber yet, you can do so here , but my only request is that you sign up before Donald Trump decides to revisit his previous threats toward Iran and kickstart World War III. I'm back after being waylaid last week by the deadly combo of a moderate cold and the beginning of pollen season. (Twenty-one percent of the District's acreage is taken up by public green space, and DC is consistently ranked the best city park system in America . Unfortunately, I am allergic to every tree and gr … Read the full story at The Verge.
It's been a tough past couple of weeks for Micron Technology and Sandisk shareholders. Both computer memory chipmakers have been outright upended. Blame Google parent Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) , mostly. It introduced a set of algorithms it collectively calls TurboQuant back on March 24, that purport to allow artificial intelligence (AI) computing platforms to handle the same amount o...
It's been a tough past couple of weeks for Micron Technology and Sandisk shareholders. Both computer memory chipmakers have been outright upended. Blame Google parent Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) , mostly. It introduced a set of algorithms it collectively calls TurboQuant back on March 24, that purport to allow artificial intelligence (AI) computing platforms to handle the same amount of work with just one-sixth the amount of (currently very scarce) physical memory usually needed. The news immediately undermined much of the memory pricing power that's been propping up both of these stocks. This unveiling, of course, has also worked against several other artificial intelligence infrastructure stocks, many of which were already struggling on concerns that AI in general may not live up to its previously frenzied hype. Image source: Getty Images. Continue reading