Amazon Pharmacy (AMZN) now offers Eli Lilly and Company’s (LLY) recently approved GLP-1 medication, Foundayo, a once daily oral treatment for adults with obesity or overweight with weight-related medical problems. Customers with a valid prescription can order Foundayo through Amazon Pharmacy, see real-time medication availability and transparent pricing, and receive fast medication delivery direct...
Amazon Pharmacy (AMZN) now offers Eli Lilly and Company’s (LLY) recently approved GLP-1 medication, Foundayo, a once daily oral treatment for adults with obesity or overweight with weight-related medical problems. Customers with a valid prescription can order Foundayo through Amazon Pharmacy, see real-time medication availability and transparent pricing, and receive fast medication delivery directly to their door nationwide. With insurance, pricing starts as low as $1 per day or $25 per month. F
Justin Paget/DigitalVision via Getty Images Peloton Interactive, Inc.'s ( PTON ) fundamentals, as well as the challenging macroeconomic landscape, combined with the heavy insider selling, make me bearish on the company in the near term. Sales are declining, and the firm's bottom-line results are still negative, while shareholders are being more and more diluted every year. The poor consumer sentim...
Justin Paget/DigitalVision via Getty Images Peloton Interactive, Inc.'s ( PTON ) fundamentals, as well as the challenging macroeconomic landscape, combined with the heavy insider selling, make me bearish on the company in the near term. Sales are declining, and the firm's bottom-line results are still negative, while shareholders are being more and more diluted every year. The poor consumer sentiment in the United States, along with the elevated energy prices—driven by the outbreak of the war in Iran earlier this year—is pressuring the firm both from the demand and cost sides. While the company is planning to expand by “going to the gym,” the rollout is not expected until late 2026, and therefore, I do not see any significant catalysts in the near term that could boost sales or earnings. For these reasons, I rate PTON's stock as a sell today. 1. Sales, earnings, and shares outstanding In the most recent quarter, PTON's results disappointed. Total sales declined as a result of declining subscription revenue and connected fitness products revenue. It is actually not only the past three months but also the past six months when sales deteriorated. Income statement (Peloton Interactive) The following table breaks down the revenue decline in percentage terms. We can see that connected fitness revenue declined by as much as 3.7% YoY, while subscription revenue fell by 1.9%. The decline in the connected fitness products was primarily driven by the lower-than-expected product sales to existing members and the 7% decrease in paid subscriptions. Revenue (Peloton Interactive) When we break down the revenue geographically, we can see that the international segment—which is significantly smaller than North America—slightly grew, but the decline in North America more than offset this growth. Revenue (Peloton Interactive) It is not only the topline results that disappoint. It is even more concerning that after so many years in the business, PTON is still generating net losses. Cons...
Nvidia's Jensen Huang Foresees $1 Trillion in Combined Sales for Blackwell and Vera Rubin Through 2027 -- but This Is Only Half the Story The Motley Fool
Nvidia's Jensen Huang Foresees $1 Trillion in Combined Sales for Blackwell and Vera Rubin Through 2027 -- but This Is Only Half the Story The Motley Fool
Thapana Onphalai/iStock via Getty Images Thesis Resources Connection ( RGP ) is a professional services firm that supplies on-demand consulting talent and project teams to companies that need specialized expertise without adding permanent headcount. When last addressing RGP's performance, my recommendation was to downgrade to "Sell" despite looking cheap at face value. However, I felt demand was p...
Thapana Onphalai/iStock via Getty Images Thesis Resources Connection ( RGP ) is a professional services firm that supplies on-demand consulting talent and project teams to companies that need specialized expertise without adding permanent headcount. When last addressing RGP's performance, my recommendation was to downgrade to "Sell" despite looking cheap at face value. However, I felt demand was poor with declining estimates. Additionally, there was increasing pressure from AI (this was a big issue for me) and automation on some aspects of their core offering. Seeking Alpha I'm not tooting my own horn, but that caution was definitely the right call. Since my last coverage, RGP has materially underperformed with a total return of -31% versus the broader market ( SP500 ) which had the same period's performance at -1%. Now, after reviewing the latest earnings report, I still find no compelling reasons to upgrade this stock, as weak demand, slow deal conversion, and mounting AI pressure continue to outweigh the appeal of its seemingly cheap valuation. My Key Takeaways from Resources Connection Q3 2026 On-Demand Talent Revenue : $40.9M (-16.3% YoY) On-Demand Talent EBITDA: $2.9M (7% margin vs 5.5% YoY) On-Demand Talent Bill Rate: $146 (vs $140 YoY) RGP’s management is saying that demand is still fairly steady, and they’re even winning more contracts. The issue for me is that these deals are taking longer to actually bring in money than expected. The on-demand talent market may be starting to bottom out. The decline isn’t as bad as before, and they’re even getting better pricing for more specialized roles. That’s a healthier situation than just seeing demand fall off a cliff. Even though things are starting to level out, it doesn’t mean they’re actually improving yet. If clients are mostly saying yes to smaller projects and taking more time to approve bigger ones, the company’s income could remain low for a while, even if, on paper, it looks like there are plenty of poten...
Bond traders trimmed wagers that the Federal Reserve will lower interest rates once this year after data confirmed that US inflation quickened in March as the Iran war led to higher gasoline prices. Interest-rate swaps on Friday showed traders pricing in a roughly one-in-three chance of a quarter-point rate cut this year, little changed from before the data. Treasuries edged lower after the report...
Bond traders trimmed wagers that the Federal Reserve will lower interest rates once this year after data confirmed that US inflation quickened in March as the Iran war led to higher gasoline prices. Interest-rate swaps on Friday showed traders pricing in a roughly one-in-three chance of a quarter-point rate cut this year, little changed from before the data. Treasuries edged lower after the report, with yields up two to three basis points across maturities. The consumer price index rose 0.9% from February, the most in nearly four years, in large part due to the sharp increase in gas prices tied to the conflict in the Middle East. A measure that excludes food and energy costs — core CPI — increased 0.2%. “The CPI data today will not support bond prices as next month’s inflation report will reveal more headaches for investors and the Fed,” Tom di Galoma , managing director at Mischler Financial Group, said. The March consumer price report provides the first tangible glimpse of inflation dynamics since the US attacked Iran at the end of February. Last month’s surge in oil prices propelled Treasury yields sharply higher, before the prospect of a ceasefire — agreed to this week — sparked a reversal in crude and bonds. The moves come after last week’s stronger-than-expected employment report partially soothed growth worries, renewing investors focus on the potential fallout from elevated energy costs. Fed officials have flagged the prospect of higher inflation keeping policy on hold for some time, as their preferred gauge of consumer prices is rising faster than their 2% long-run target. Minutes of the Federal Open Market Committee’s March meeting, released Wednesday, revealed that a growing contingent of Fed officials was concerned that the war in Iran would contribute to rising inflation.
William Luque/iStock via Getty Images Intro Amerigo Resources Ltd. ( ARREF ) is one of the most interesting companies in the copper sector. It’s something of a cross between a royalty company and an actual mining company. They produce around 60M pounds of copper a year via a single, low-risk asset, are well run by conservative management, and pay out huge amounts of cash to shareholders. I view th...
William Luque/iStock via Getty Images Intro Amerigo Resources Ltd. ( ARREF ) is one of the most interesting companies in the copper sector. It’s something of a cross between a royalty company and an actual mining company. They produce around 60M pounds of copper a year via a single, low-risk asset, are well run by conservative management, and pay out huge amounts of cash to shareholders. I view the equity as a type of strange, copper-linked bond. Amerigo Resources April 2026 Corporate Presentation As a business, Amerigo is somewhere between fairly valued and slightly undervalued. As an investor, the bulk of the value is derived from their Capital Return Strategy , which has given way to industry-leading returns since its implementation in 2021. With the company now debt-free and holding plenty of cash, they have room to pay out large amounts of free cash flow (if not all) to shareholders, making this a copper-based income machine. For investors who are income-focused, prefer defensive equities, want to avoid risky value destruction, and are looking to add some copper exposure to their portfolios, Amerigo is a compelling opportunity. While the huge, sector-beating returns seen in 2025 won’t be had going forward, Amerigo is still a wonderful company that is set to reward investors as long as copper prices don’t collapse. Core business operations - Copper without the mine Amerigo runs a unique toll-based model that makes it a one-of-a-kind business in the copper world. Its sole asset is Mineral Valle Central (MVC), which is a large-scale tailings reprocessing plant. The plant, located in Chile adjacent to Codelco’s El Teniente mine, is composed of grinding and flotation facilities. They take tailings from El Teniente, reprocess those into a copper concentrate, and send that back to El Teniente. For this privilege, they pay El Teniente a royalty linked to copper prices. Amerigo Resources 2022 Technical Report And that’s basically it. There are very few moving parts in A...
There's an odd thing occurring in the market right now: Tesla is no longer being valued as an automotive stock . It's not even being valued as an electric vehicle (EV) stock . Instead, it's clear that the market now thinks of it as an artificial intelligence (AI) stock. Tesla's valuation now exceeds $1 trillion, and shares trade at more than 13 times sales. Compare that valuation to an EV competit...
There's an odd thing occurring in the market right now: Tesla is no longer being valued as an automotive stock . It's not even being valued as an electric vehicle (EV) stock . Instead, it's clear that the market now thinks of it as an artificial intelligence (AI) stock. Tesla's valuation now exceeds $1 trillion, and shares trade at more than 13 times sales. Compare that valuation to an EV competitor like Rivian Automotive (NASDAQ: RIVN) -- which trades closer to 3 times sales with a market cap under $20 billion -- and you can quickly understand how different the market thinks Tesla is right now. That's especially true when you consider that its auto sales have been declining for years, and yet its valuation remains sky high. Tesla is now considered to be a bona fide AI business . Continue reading
Nutanix (NASDAQ:NTNX) stock got the cold shoulder from JPMorgan on Friday, as the firm cut its rating from Overweight to Neutral and set a price target of $44. The downgrade lands as Nutanix shares have already lost significant ground, suggesting Wall Street is reassessing whether the cloud infrastructure rally has run its course for software-layer ... JPMorgan Cuts Nutanix to Neutral With a $44 T...
Nutanix (NASDAQ:NTNX) stock got the cold shoulder from JPMorgan on Friday, as the firm cut its rating from Overweight to Neutral and set a price target of $44. The downgrade lands as Nutanix shares have already lost significant ground, suggesting Wall Street is reassessing whether the cloud infrastructure rally has run its course for software-layer ... JPMorgan Cuts Nutanix to Neutral With a $44 Target: The Cloud Infrastructure Rally May Be Cooling Off
BeOne Medicines ( ONC ) announced on Friday that Chinese officials granted conditional approval for tarlatamab, a bispecific T-cell engager marketed by its U.S. partner Amgen ( AMGN ) as Imdelltra for a type of lung cancer. Following a priority review process, China’s National Medical Products Administration greenlighted the therapy as a second-line option for adults with extensive-stage small cel...
BeOne Medicines ( ONC ) announced on Friday that Chinese officials granted conditional approval for tarlatamab, a bispecific T-cell engager marketed by its U.S. partner Amgen ( AMGN ) as Imdelltra for a type of lung cancer. Following a priority review process, China’s National Medical Products Administration greenlighted the therapy as a second-line option for adults with extensive-stage small cell lung cancer, BeOne ( ONC ) said in a WeChat post. About 160,000 people in China are annually diagnosed with SCLC, which makes up nearly 15% of lung cancer cases globally. Despite platinum-based chemotherapy, which remains the main first-line therapy, a vast majority of patients with SCLC experience disease progression within six months. The Swiss drugmaker formerly known as BeiGene develops tarlatamab in Mainland China under a 2019 licensing agreement with Amgen ( AMGN ). More on BeiGene, Amgen Eli Lilly Vs. Amgen: Who Leads Obesity And IMIDs Amgen's Thyroid Eye Disease Data Rocks Rival Viridian, Makes It The Better Buy Tracking Baker Brothers Portfolio - Q4 2025 Update Amgen posts positive late-stage results for subcutaneous Tepezza Zai Lab gains after clinical trial pact with Amgen
TT Electronics plc ( TTGPF ) Friday named Ian Ashton as CFO and executive director of the Company. He is currently CFO of SIG plc, a role he has held since July 2020. Ian will join the company following the completion of his current notice period of up to a maximum of six months. Ian will succeed Richard Webb, who has been TT's interim CFO since 12 May 2025. Richard will continue as interim CFO un...
TT Electronics plc ( TTGPF ) Friday named Ian Ashton as CFO and executive director of the Company. He is currently CFO of SIG plc, a role he has held since July 2020. Ian will join the company following the completion of his current notice period of up to a maximum of six months. Ian will succeed Richard Webb, who has been TT's interim CFO since 12 May 2025. Richard will continue as interim CFO until Ian joins TT and will support an orderly handover. More on TT Electronics plc TT Electronics plc (TTGPF) Q4 2025 Earnings Call Transcript TT Electronics plc 2025 Q4 - Results - Earnings Call Presentation Historical earnings data for TT Electronics plc Financial information for TT Electronics plc
LIMASSOL, Cyprus, April 10, 2026 (GLOBE NEWSWIRE) -- Robin Energy Ltd. (NASDAQ: RBNE), (“Robin”, or the “Company”), an international ship-owning company providing energy transportation services globally, today announced its results for the three months and the year ended December 31, 2025.
LIMASSOL, Cyprus, April 10, 2026 (GLOBE NEWSWIRE) -- Robin Energy Ltd. (NASDAQ: RBNE), (“Robin”, or the “Company”), an international ship-owning company providing energy transportation services globally, today announced its results for the three months and the year ended December 31, 2025.