koto_feja/iStock via Getty Images Thesis: A busy few months for Arbutus Arbutus Biopharma Corporation ( ABUS ) stock has gotten off to a pretty rocky start in 2026. Shares are down about 10% on the one-month chart as a patent dispute with Moderna ( MRNA ) has escalated in January. Initially, the market reaction was pretty negative, with shares dropping about 14% right after the company announced t...
koto_feja/iStock via Getty Images Thesis: A busy few months for Arbutus Arbutus Biopharma Corporation ( ABUS ) stock has gotten off to a pretty rocky start in 2026. Shares are down about 10% on the one-month chart as a patent dispute with Moderna ( MRNA ) has escalated in January. Initially, the market reaction was pretty negative, with shares dropping about 14% right after the company announced that the Board of Appeal of the European Patent Office had just revoked one of their patents. The patent itself is now part of a legal dispute between Arbutus and Moderna. However, this week the market sentiment feels far different after shares jumped due to a Delaware federal judge ruling that this long-running patent dispute must proceed to a jury trial. I think it's a development investors are now viewing as somewhat of a lifeline for Arbutus. They are, of course, the much smaller player and a positive outcome would keep alive the possibility of a meaningful legal win/settlement. Seeking Alpha As for the details of the case, it centres mainly on Arbutus and its licensee Genevant's patents, which cover LNP delivery systems. Now, these delivery systems are really quite important; they protect mRNA from degradation and essentially allow for effective vaccines like Moderna's COVID-19 shot, as I'll explain. So now, Judge Joshua Wolson determined that whilst Arbutus cannot actually rely on a 'doctrine of equivalents' argument for specific molar-ratio patent claims, because prosecution history estoppel limits that approach, the company may still pursue claims of literal infringement. That's massive news for me; it means Moderna could still be found to have directly violated the patent language itself. Most importantly, the judge also ruled that questions of patent invalidity have to be resolved by a jury, as is the case with this one. So that ruling is set to preserve uncertainty for both sides and also pile the strategic pressure on Moderna ahead of the upcoming March trial. Fo...
Brett_Hondow/iStock Editorial via Getty Images Eaton Corporation ( ETN ) reported fourth-quarter results that showed record earnings but revenue that came in slightly below Wall Street expectations, sending the company’s shares down 6.2% in premarket trading Tuesday. Eaton ( ETN ) posted quarterly revenue of $7.1 billion, compared with analyst estimates of $7.09 billion. Adjusted earnings per shar...
Brett_Hondow/iStock Editorial via Getty Images Eaton Corporation ( ETN ) reported fourth-quarter results that showed record earnings but revenue that came in slightly below Wall Street expectations, sending the company’s shares down 6.2% in premarket trading Tuesday. Eaton ( ETN ) posted quarterly revenue of $7.1 billion, compared with analyst estimates of $7.09 billion. Adjusted earnings per share of $3.33 narrowly topped the consensus forecast of $3.32 a share. Net income rose to $1.13 billion, or $2.91 a share, from $972 million, or $2.45 a share, a year earlier. Margins and orders hit records Eaton ( ETN ) said fourth-quarter segment margins reached a record 24.9%, above the high end of its prior guidance. Adjusted earnings per share increased 18% from the year-earlier period, while reported earnings per share rose 19%. The company pointed to strong demand in its electrical and aerospace businesses. Twelve-month rolling average orders in Electrical Americas rose 16%, driven in part by data center activity. Aerospace orders increased 11% on the same basis. Backlog grew 29% year over year in the electrical segment and 16% in aerospace. “In the fourth quarter, we continued to convert strong demand into accelerated orders and organic growth,” Chief Executive Paulo Ruiz said in the earnings release. Full-year results and cash flow For full-year 2025, Eaton ( ETN ) reported revenue of $27.4 billion, up 10% from 2024. Earnings per share rose to $10.45, while adjusted earnings per share reached $12.07. Organic growth for the year was 8%. Operating cash flow totaled $4.5 billion for 2025, and free cash flow reached $3.6 billion. Both figures set annual records for the company. 2026 guidance weighs on shares Eaton ( ETN ) issued 2026 adjusted earnings guidance of $13.00 to $13.50 a share. That range came in below the Wall Street consensus estimate of $13.52. The company forecast reported earnings per share of $11.57 to $12.07 for the year. Management also projected organi...
It is never dull in the Musk-onomy, and Tesla investors’ dreams of convergence have never been closer to being fulfilled. In a bold move, Elon Musk’s rocket company, SpaceX, acquired his AI company xAI on Monday, combining two of the world’s most valuable privately held companies, ahead of what investors expect is a midyear initial public offering of SpaceX stock. SpaceX didn’t respond to a reques...
It is never dull in the Musk-onomy, and Tesla investors’ dreams of convergence have never been closer to being fulfilled. In a bold move, Elon Musk’s rocket company, SpaceX, acquired his AI company xAI on Monday, combining two of the world’s most valuable privately held companies, ahead of what investors expect is a midyear initial public offering of SpaceX stock. SpaceX didn’t respond to a request for comment about deal valuation.
While Tesla’s TSLA electric vehicle (EV) business is under pressure, with deliveries declining for the second straight year in 2025, another part of the company is going strong. Tesla’s energy generation and storage business is a major growth engine, supported by strong demand for its Megapack and Powerwall products. Powerwall is designed for homes and small commercial users, helping customers sto...
While Tesla’s TSLA electric vehicle (EV) business is under pressure, with deliveries declining for the second straight year in 2025, another part of the company is going strong. Tesla’s energy generation and storage business is a major growth engine, supported by strong demand for its Megapack and Powerwall products. Powerwall is designed for homes and small commercial users, helping customers store energy and manage electricity costs. Megapack, on the other hand, targets large-scale needs for utilities, data centers, and industrial customers. Together, these products have fueled a sharp rise in deployments. Over the past three years, Tesla’s energy storage deployments have grown at a whopping 168% CAGR. Tesla reported record energy storage deployments both in Q4 and in full-year 2025. Deployments reached 14.2 GWh in Q4 and 46.7 GWh for the year, up 49% year over year. Tesla expects deployments to rise further with the launch of Megapack 3 and the new Megablock solution. Production of Megapack 3 and Megablock is set to begin at Megafactory Houston this year. Meanwhile, the global Powerwall network supported over 89,000 virtual power plant events in 2025, across more than one million installed units, helping homeowners save over $1 billion on electricity bills. Financially, the segment is delivering impressive results. Energy generation and storage revenues climbed to $12.7 billion in 2025, up 27% from the prior year. The business accounted for 13% of Tesla’s total revenues, compared with 10% in 2024. Importantly, Tesla’s energy growth is supported by strong revenue visibility. Large storage projects are typically milestone-based, meaning revenues are recognized as projects progress rather than at contract signing. Tesla expects to recognize $4.96 billion in deferred revenues this year from energy projects already underway—more than double the amount recognized in 2025. This reflects a deep backlog and underscores sustained demand for Megapack solutions. Profitabilit...
While Tesla’s TSLA electric vehicle (EV) business is under pressure, with deliveries declining for the second straight year in 2025, another part of the company is going strong. Tesla’s energy generation and storage business is a major growth engine, supported by strong demand for its Megapack and Powerwall products. Powerwall is designed for homes and small commercial users, helping customers sto...
While Tesla’s TSLA electric vehicle (EV) business is under pressure, with deliveries declining for the second straight year in 2025, another part of the company is going strong. Tesla’s energy generation and storage business is a major growth engine, supported by strong demand for its Megapack and Powerwall products. Powerwall is designed for homes and small commercial users, helping customers store energy and manage electricity costs. Megapack, on the other hand, targets large-scale needs for utilities, data centers, and industrial customers. Together, these products have fueled a sharp rise in deployments. Over the past three years, Tesla’s energy storage deployments have grown at a whopping 168% CAGR. Tesla reported record energy storage deployments both in Q4 and in full-year 2025. Deployments reached 14.2 GWh in Q4 and 46.7 GWh for the year, up 49% year over year. Tesla expects deployments to rise further with the launch of Megapack 3 and the new Megablock solution. Production of Megapack 3 and Megablock is set to begin at Megafactory Houston this year. Meanwhile, the global Powerwall network supported over 89,000 virtual power plant events in 2025, across more than one million installed units, helping homeowners save over $1 billion on electricity bills. Financially, the segment is delivering impressive results. Energy generation and storage revenues climbed to $12.7 billion in 2025, up 27% from the prior year. The business accounted for 13% of Tesla’s total revenues, compared with 10% in 2024. Importantly, Tesla’s energy growth is supported by strong revenue visibility. Large storage projects are typically milestone-based, meaning revenues are recognized as projects progress rather than at contract signing. Tesla expects to recognize $4.96 billion in deferred revenues this year from energy projects already underway—more than double the amount recognized in 2025. This reflects a deep backlog and underscores sustained demand for Megapack solutions. Profitabilit...
There’s a lot to be optimistic about in the Technology sector as 3 analysts just weighed in on KLA (KLAC – Research Report), Oracle (ORCL – Research Report) and Dynatrace (DT – Research Report) with bullish sentiments. KLA (KLAC) Evercore ISI analyst Vedvati Shrotre maintained a Buy rating on KLA on January 30 and set a price target of $1700.00. The company’s shares closed last Friday at $1427.94....
There’s a lot to be optimistic about in the Technology sector as 3 analysts just weighed in on KLA (KLAC – Research Report), Oracle (ORCL – Research Report) and Dynatrace (DT – Research Report) with bullish sentiments. KLA (KLAC) Evercore ISI analyst Vedvati Shrotre maintained a Buy rating on KLA on January 30 and set a price target of $1700.00. The company’s shares closed last Friday at $1427.94. According to TipRanks.com, Shrotre is a 5-star analyst with an average return of 41.8% and a 78.4% success rate. Shrotre covers the Technology sector, focusing on stocks such as Onto Innovation, Camtek, and Nova. ;'> KLA has an analyst consensus of Strong Buy, with a price target consensus of $1714.82, implying an 11.4% upside from current levels. In a report issued on January 15, Wells Fargo also upgraded the stock to Buy with a $1600.00 price target. See Insiders’ Hot Stocks on TipRanks >> Oracle (ORCL) In a report released yesterday, John Difucci from Guggenheim maintained a Buy rating on Oracle, with a price target of $400.00. The company’s shares closed last Friday at $164.58. According to TipRanks.com, Difucci is a 5-star analyst with an average return of 17.4% and a 62.1% success rate. Difucci covers the Technology sector, focusing on stocks such as Via Transportation, Inc. Class A, Onestream, Inc. Class A, and CrowdStrike Holdings. ;'> The word on The Street in general, suggests a Strong Buy analyst consensus rating for Oracle with a $302.41 average price target. Dynatrace (DT) In a report released today, Fatima Boolani from Citi maintained a Buy rating on Dynatrace. The company’s shares closed last Friday at $38.09. According to TipRanks.com, Boolani is a 5-star analyst with an average return of 15.5% and a 58.1% success rate. Boolani covers the Technology sector, focusing on stocks such as Consensus Cloud Solutions, CrowdStrike Holdings, and Rubrik, Inc. Class A. ;'> The word on The Street in general, suggests a Strong Buy analyst consensus rating for Dynatrace w...
Tesla CEO Elon Musk confirmed late Monday that his rocket company SpaceX will merge with his artificial intelligence startup xAI. On Tuesday, a Tesla stock bull wrote there is now a "growing chance" that Tesla will eventually merge "in some form" with SpaceX/xAI in the coming 18 months. Wedbush Securities analyst Dan Ives, who has long been bullish on Tesla and Musk's vision for the company, wrote...
Tesla CEO Elon Musk confirmed late Monday that his rocket company SpaceX will merge with his artificial intelligence startup xAI. On Tuesday, a Tesla stock bull wrote there is now a "growing chance" that Tesla will eventually merge "in some form" with SpaceX/xAI in the coming 18 months. Wedbush Securities analyst Dan Ives, who has long been bullish on Tesla and Musk's vision for the company, wrote early Tuesday that Tesla appears to be looking to to combine its capabilities to create a "long-term AI juggernaut" to dominate the AI, robotics and energy space.
Takeaways from the latest Epstein files. And, police search for Savannah Guthrie's mom Good morning. You're reading the Up First newsletter. Subscribe here to get it delivered to your inbox, and listen to the Up First podcast for all the news you need to start your day. Today's top stories The Justice Department released more than 3 million files related to convicted sex offender Jeffrey Epstein o...
Takeaways from the latest Epstein files. And, police search for Savannah Guthrie's mom Good morning. You're reading the Up First newsletter. Subscribe here to get it delivered to your inbox, and listen to the Up First podcast for all the news you need to start your day. Today's top stories The Justice Department released more than 3 million files related to convicted sex offender Jeffrey Epstein on Friday, exposing a sprawling web of powerful figures who vied for his counsel. The DOJ's internal notes revealed the extent of allegations made against Epstein and others who have not faced criminal charges for sex trafficking. NPR has reviewed the documents. Here are four takeaways from the latest release of the Epstein files. toggle caption Jon Elswick/AP ➡️ Annie Farmer, who testified that Epstein and Ghislaine Maxwell abused her at 16, tells NPR that the DOJ's release of victims' names and images is "really disgusting." The release did not redact victims' names and included photos of nude women and girls. U.S. Special Envoy Steve Witkoff will arrive in Turkey this week to reopen negotiations with Iran over its nuclear program. Joined by allies like Turkey and Qatar, Witkoff aims to cool regional tensions. The meeting carries immense weight as President Trump weighs military strikes on Iran. If the U.S. launches an assault, Iran has warned it could lead to a regional war. Sponsor Message 🎧 Trump may be playing for time when it comes to making a deal in an effort to build up the U.S.' military force in the region, NPR's Jackie Northam tells Up First. The buildup would provide Trump with significant leverage to implement the kind of behavioural changes he wants from Iran. A stronger military presence in the area would also reassure regional allies that the U.S. will protect them if there is a shift toward war with Iran. "Bring her home," Today show host Savannah Guthrie wrote on social media, pleading for people to pray for her missing 84-year-old mother. Authorities in ...
The air ambulance was called to the scene, in Tunshill Lane which is just off Kiln Lane and close to Tunshill Golf Club, and later landed at Salford Royal Hospital.
The air ambulance was called to the scene, in Tunshill Lane which is just off Kiln Lane and close to Tunshill Golf Club, and later landed at Salford Royal Hospital.
(RTTNews) - The Marzetti Company (MZTI) revealed a profit for its second quarter that Increased, from the same period last year The company's bottom line came in at $59.08 million, or $2.15 per share. This compares with $48.99 million, or $1.78 per share, last year. The company's revenue for the period rose 1.7% to $517.95 million from $509.30 million last year. The Marzetti Company earnings at a ...
(RTTNews) - The Marzetti Company (MZTI) revealed a profit for its second quarter that Increased, from the same period last year The company's bottom line came in at $59.08 million, or $2.15 per share. This compares with $48.99 million, or $1.78 per share, last year. The company's revenue for the period rose 1.7% to $517.95 million from $509.30 million last year. The Marzetti Company earnings at a glance (GAAP) : -Earnings: $59.08 Mln. vs. $48.99 Mln. last year. -EPS: $2.15 vs. $1.78 last year. -Revenue: $517.95 Mln vs. $509.30 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Palantir Technologies reported strong fourth-quarter earnings, underlining its status as the standout artificial-intelligence software company. Palantir shares were up 11% at $163.75 in premarket trading Tuesday. CEO Alex Karp said the company’s financial results “have again exceeded even our most ambitious expectations.”
Palantir Technologies reported strong fourth-quarter earnings, underlining its status as the standout artificial-intelligence software company. Palantir shares were up 11% at $163.75 in premarket trading Tuesday. CEO Alex Karp said the company’s financial results “have again exceeded even our most ambitious expectations.”
Nintendo Profit Misses As Soaring Memory Prices Could Become Major Headache Dark storm clouds have gathered over Nintendo since the start of December, as investor concerns mount over tariffs, rising memory prices, and chatter about soft US holiday sales. The stock in Tokyo remains about one-third below its August peak. Earnings on Tuesday reconfirmed the gloom after Nintendo reported third-quarter...
Nintendo Profit Misses As Soaring Memory Prices Could Become Major Headache Dark storm clouds have gathered over Nintendo since the start of December, as investor concerns mount over tariffs, rising memory prices, and chatter about soft US holiday sales. The stock in Tokyo remains about one-third below its August peak. Earnings on Tuesday reconfirmed the gloom after Nintendo reported third-quarter operating income that missed the average Wall Street estimate tracked by Bloomberg. Switch 2 sold 7.01 million units in the December quarter, beating Bloomberg Consensus estimates, but the operating income of 155.21 billion yen, versus the 180.7 billion expected, raised investor concern. Trade tariffs, combined with rising component costs, especially the explosion in the price of high-bandwidth memory (HBM), are pressuring thin hardware margins for the electronics company. Goldman analyst Maho Kamiya warned clients in late Decemeber that concerns about rising memory prices and the absence of top-down tailwinds have sent Nintendo shares spiraling. The stock has yet to recover since the warning... We have outlined a growing list of electronics companies pressured by soaring memory prices, even prompting industry insiders to tell consumers that front-running purchases of PCs, TVs, and other devices that use HBM should be "done now" because the memory shortage, caused by data center buildouts, will only get worse from here. Snapshot of the third quarter (courtsey of Bloomberg): Operating income 155.21 billion yen, +23% y/y, estimate 180.7 billion yen (Bloomberg Consensus) Net income 159.93 billion yen, +24% y/y, estimate 147.5 billion yen Net sales 806.32 billion yen, +86% y/y, estimate 815.7 billion yen "Switch 2 sales figures can be seen as okay, but it would be hard to call them solid," Toyo Securities analyst Hideki Yasuda wrote in a note. Yasuda said, "Looking ahead, concerns such as rising component prices remain, and how the company will once again control costs will be...