Tashi-Delek/E+ via Getty Images The last time I spoke about Praxis Precision Medicines, Inc. ( PRAX ), it was in a Seeking Alpha article entitled " Praxis: Moving To Strong Buy Based On Ulixacaltamide Success In Treating ET ." With respect to this article, I mentioned that the company had achieved positive results from both of its phase 3 studies of the ESSENTIAL3 program using its drug ulixacaltamide for the treatment of patients with essential tremor [ET]. This was a huge event because it put into motion the next expected catalyst that was set for Q4 of 2025, which was that the company was to hold a pre-NDA meeting with the FDA to discuss the possibility of being able to file for regulatory approval of this drug. I'm happy to report that this meeting with the FDA went well in December of 2025 and that the company was able to submit its NDA of ulixacaltamide for the treatment of these ET patients. The last time I rated this stock, I gave it a Strong Buy rating, and I'm going to stick to this rating again. Not just because the company was able to submit its NDA of ulixacaltamide for ET. It goes deeper than that, and it is because the company also had another huge positive update relating to its pipeline after I had written about it. It released positive interim results from the phase 2/3 EMBOLD registrational cohort using its drug relutrigine for the treatment of SCN2A and SCN8A developmental and epileptic encephalopathy [DEE]. The interim study was stopped early due to overwhelming results from this EMBOLD trial. The thing is that not only was Praxis able to submit a New Drug Application [NDA] of relutrigine for the treatment of these specific SCN2A and SCN8A patients, but it also had it accepted by the FDA with priority review with a Prescription Drug User Fee Act [PDUFA] target action date of September 27, 2026. The truth is that this program of targeting DEEs has two expansion opportunities, which are other reasons for my Strong Buy rating. The first expansion o...

北京时间4月7日凌晨，美股周一收高，标准普尔500指数延续了上周的涨势。市场继续关注中东局势。有报道称伊朗与美国寻求停火，但特朗普宣称可能在周二消灭伊朗，美国国防部长预告将对伊朗实施大规模打击。 道指涨165.21点，涨幅为0.36%，报46669.88点；纳指涨117.16点，涨幅为0.54%，报21996.34点；标普500指数涨29.33点，涨幅为0.45%，报6612.02点。 据报道，美国、伊朗和一些地区调停方正在讨论一项为期45天的潜在停火协议条款，该协议可能最终结束战争，但在周二截止日期前达成部分协议的可能性很小。 据悉，来自巴基斯坦、埃及和土耳其的调停方提出了一项美伊之间为期45天的停火提议。特朗普周一表示，该提议还不够好。 特朗普在白宫对记者表示：“这还不够好，但这是非常重要的一步。他们现在正在谈判，并且已经迈出了非常重要的一步。我们将拭目以待。” 白宫一位官员早些时候告诉媒体，特朗普尚未批准该提议。该官员表示，这只是众多想法中的一个。Axios首先报道了该提议。 特朗普周一还对记者表示，可以在一夜之间消灭伊朗，“而那一夜可能就是明晚”，并警告德黑兰必须在周二晚上之前达成协议，否则将面临后果。 “整个国家可以在一夜之间被消灭，而那一夜可能就是明晚，”特朗普在白宫记者会上表示。 美国国防部长赫格塞思在简报会上表示，自对伊行动启动以来规模最大的打击将于周一展开，并警告周二的打击力度将更大。 此外有报道称，伊朗和美国已收到一项结束敌对行动的计划，如果达成协议，将立即停火并重新开放霍尔木兹海峡。一位匿名消息人士告诉媒体，这一框架协议由巴基斯坦提出，可能于周一生效。 特朗普已给伊朗设定了周二之前开放霍尔木兹海峡的最后期限，否则将面临对其发电厂和桥梁的打击。特朗普周日在一篇充满脏话的社交媒体帖子中警告称，如果伊朗不开放海峡，他们将“生活在地狱中”。 特朗普随后发布了“东部时间周二晚上8点！”的帖子，但没有进一步解释。 伊朗通过对油轮的袭击实际上使海峡保持关闭状态。这条海上航线连接着波斯湾与世界市场。战前，全球约20%的供应经过该海峡。 海峡的关闭引发了历史上最大规模的石油供应中断。自战争开始以来，原油、航空燃油、柴油和汽油价格均大幅上涨。 特朗普在上周三的全国讲话中表示，战争将持续两到三周。 根据道明证券的数据，如果霍尔木兹海峡持续封锁到本月底，全球市场将损失...

Sundry Photography Cisco Systems ( CSCO ) said on Monday that it has named former Deloitte executive Peter Shimer to its board of directors. Shimer, who has four decades worth of executive experience, including as a member of the C-suite, will be a part of the board's audit committee, Cisco said in a statement. “We're delighted to welcome Pete to Cisco's board,” said Chuck Robbins, chair and CEO of Cisco. “His four decades of experience leading large global organizations and guiding clients through digital transformation brings invaluable insight at a critical moment, as Cisco delivers the critical infrastructure powering AI innovation worldwide.” Shimer is also a member of the board of directors at Alaska Airlines, Korn Ferry, and Synopsys ( SNPS ), and is the executive chair of the Cancer Artificial Intelligence Alliance. More on Cisco Cisco Q2: The Valuation Makes No Sense Cisco: The Only Undervalued 'Full-Stack' AI Play Cisco Systems, Inc. (CSCO) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Iran threatens attacks on Nvidia, Apple and other tech majors: report Cisco, Arista Networks among Truist's favorite networking stocks

SpaceX ( SPACE ) and its bankers are preparing investor meetings to gauge demand for a potential IPO that could value the company at around $2 trillion, Bloomberg News reported Monday, citing people familiar with the plans. The discussions come shortly after SpaceX’s merger with xAI, as the company explores what could become the largest IPO on record. Estimates for its valuation have climbed quickly, rising from about $1.75 trillion to above $2 trillion in recent weeks. Some observers say the pitch to investors will hinge less on current financials and more on belief in Elon Musk’s long-term vision. One academic and former banker noted that the focus is likely to remain on sustaining investor enthusiasm for the company’s future potential rather than strictly justifying the numbers today. At that valuation, SpaceX ( SPACE ) would rank among the most valuable companies in the S&P 500, despite generating far less revenue than many of its peers. Analyst estimates suggest the company could produce close to $20 billion in revenue by 2026, largely from its launch business and Starlink satellite network. The IPO timeline may depend in part on upcoming rocket test launches. Analysts say successful tests could build confidence, while setbacks might delay or even derail the offering. A listing could raise as much as $75 billion, surpassing the record set by Saudi Aramco in 2019. The proceeds would help fund ambitious projects, including space-based data infrastructure and other long-term initiatives tied to Musk’s broader technology ecosystem. Still, some analysts caution that as the valuation rises, investors may question how much of the story rests on Musk’s ability to inspire confidence rather than on underlying financial performance, Bloomberg News reported. More on SpaceX Can Any Investor Actually Value SpaceX? SpaceX IPO: What I Learned From ULA's Heydays SpaceX-xAI Deal: Building America's New Icon If Amazon buys Globalstar, what does it mean for Apple? Musk requires ba...

Meta Platforms (NasdaqGS:META) is cutting about 700 roles, largely in its Reality Labs hardware organization. The company is scaling back metaverse and device efforts while prioritizing artificial intelligence projects. The restructuring follows recent legal verdicts tied to platform design and youth safety concerns. Meta is also seeking to manage costs ahead of higher capital spending on AI infrastructure. For you as an investor, this move highlights how Meta Platforms, best known for...

Meta Refocuses From Metaverse To AI After Layoffs And Legal Setbacks Yahoo Finance

Wall Street is gearing up for a good earnings season, but there are other variables to keep in mind beyond the headline numbers. First-quarter earnings per share are expected to grow 12.3% year over year, above the 11.4% average seen going back to 2009, according to S & P Capital IQ. Still, investors are keeping an eye on market valuations and the economic impacts of the U.S.-Iran War. "We are expecting a strong earnings season this quarter in spite of the geopolitical tensions," said Brian Mulberry, chief market strategist at Zacks Investment Management. The earliest first-quarter reports will be released next week. About 54% of S & P 500 companies issued positive earnings per share guidance heading into the quarter, which would mark the highest percentage since 2021, according to an analysis by John Butters, senior earnings analyst at FactSet. By comparison, the five-year and 10-year averages for such rates sat at 42% and 40%, respectively. The bottom-up earnings per share estimate sits nearly 3% higher than where it did at the end of last year, Trivariate Research founder Adam Parker said. The technology sector has largely driven the increase, he said. Growth scare? Despite these positive expectations, outside factors could throw some cold water on investor optimism as the reports are released. First, the spike in fuel prices due to the war has raised concern that corporate profits may be hurt as consumers pull back on spending to offset higher energy costs. Futures for Brent crude, a global benchmark, have surged more than 50% since the conflict began and have risen nearly 80% in 2026. @LCO.1 YTD mountain Brent, year-to-date "Overall, market forecasts embed some breadth, and strong growth, belying what is clearly a growth scare related to the Iran War," Trivariate's Parker wrote in a Sunday note to clients. Increased fuel prices can also lead to more robust earnings for the energy sector, according to David Wagner, head of equity at Aptus Capital Advisors. Howev...

Key facts: AMD wins OpenAI, Oracle AI GPU deals; TSMC, Citi lift outlook TradingView

J. Michael Jones/iStock Editorial via Getty Images Introduction Synchrony Financial ( SYF ) is a consumer lending depositor bank. The bank uses depositor money to lend out using credit cards and consumer-based financing. I’ve been a fan of the bank’s preferred shares, last writing about them in June . Now, with the current rate and macro environment, and after a sell-off to start the year, I believe the bank’s shares are worth buying. Synchrony Financial Earnings Synchrony Financial is different from a traditional depositor bank. As opposed to mortgages and business loans, Synchrony specializes in high-yield consumer loans and private-label credit cards, which gives it a much higher asset yield than most banks. The bank’s asset yield in the fourth quarter rose by 10 basis points, finishing at 19.07%. Due to the nature of its business, Synchrony’s asset yields are less influenced by rate policy, as evidenced by the fourth quarter asset yield being the highest in the post-pandemic era. On the other hand, the bank’s borrowing yield has managed to decline thanks to the recent monetary policy moves by the Federal Reserve. Borrowing yields fell by 13 basis points in the fourth quarter to 4.07%. The changes in asset and borrowing yields have allowed the net interest spread to reach 15% for the first time since 2022. Net interest margin, which incorporates leverage into the calculation, rose to 15.83%, which was the highest level since 2019. Company Financials Company Financials The trends in yields also translated somewhat over to interest income and expense. Interest income has had inconsistent growth patterns over the last couple of years and was essentially flat in the fourth quarter at $5.7 billion, which was slightly higher than the same quarter a year ago. Interest expense declined to $973 million in the fourth quarter, which was the lowest quarterly level since the second quarter of 2023. Interest expense has declined by $145 million compared to the fourth quarter o...

Key facts: KeyBanc Lifts Micron $600; SK Hynix Files US ADR, Volatile TradingView

以色列国防军当地时间6日发表声明说，以色列空军根据情报对伊朗德黑兰发动袭击，致使伊朗伊斯兰革命卫队下属“圣城旅”特种作战部队（840部队）的指挥官阿斯加尔·巴盖里身亡。声明称，巴盖里在5日的袭击中身亡。巴盖里2019年起担任“圣城旅”特种作战部队指挥官，曾在“圣城旅”担任一系列重要职务，“参与了全球范围内针对以色列人和美国人的袭击”。（央视）

格隆汇4月7日｜道琼斯指数4月6日（周一）收盘上涨165.21点，涨幅0.36%，报46669.88点； 标普500指数4月6日（周一）收盘上涨29.33点，涨幅0.45%，报6612.02点； 纳斯达克综合指数4月6日（周一）收盘上涨117.16点，涨幅0.54%，报21996.34点。

格隆汇4月7日｜从接近乌克兰情报部门的消息人士处获得的消息，俄罗斯向伊朗提供了“以色列境内55个关键能源基础设施目标”的名单。

May NY world sugar #11 (SBK26 ) on Monday closed down -0.03 (-0.20%), and May London ICE white sugar #5 (SWK26 ) did not trade with UK markets closed for the Easter Monday holiday. NY sugar prices slid to a 2-week low and settled lower on Monday due to negative...

May arabica coffee (KCK26 ) on Monday closed up +2.65 (+0.90%), and May ICE robusta coffee (RMK26 ) did not trade with UK markets closed for the Easter Monday holiday. Arabica coffee moved higher on Monday amid strength in the Brazilian real (^USDBRL ). The real rose to a 3.5-week...

May ICE NY cocoa (CCK26 ) on Monday closed down -10 (-0.31%), and May ICE London cocoa #7 (CAK26 ) did trade with UK Markets closed for the Easter Monday holiday. Cocoa prices settled lower on Monday and are under pressure amid signs of weak chocolate demand. According to Bloomberg...

格隆汇4月7日｜欧洲理事会主席科斯塔表示，升级对伊朗的战争不会带来停火与和平。

Intel in Talks With Amazon and Google. A Packaging Pivot That Could Reshape Chip Making

2 Hypergrowth AI Stocks to Buy in the Current Sell-Off The Motley Fool

Oracle's ( ORCL ) decision to appoint Hilary Maxson as its new CFO makes sense as its Oracle Cloud Infrastructure unit becomes more critical to the overall health of the company, investment firm RBC Capital Markets said. “Stepping back, while we find the leadership change interesting following recent changes announced in September (recall, in September, Oracle announced numerous leadership changes including the promotion of Doug Kehring [former EVP of Operations] to Principal Financial Officer), we think the appointment of Ms. Maxson makes sense as OCI scales and becomes more critical, particularly given her background and given ongoing resource/power constraint challenges facing the industry,” analyst Rishi Jaluria wrote in a note to clients. Jaluris has a Sector Perform rating on Oracle and a $160 price target on the stock. Maxson, who joins from Schneider Electric, will report to CEO Clay Magouyrk in her new role. As for Kehring, he will transition to focus on go-to-market operations, the company said. In March, Oracle said cloud revenue (which includes infrastructure and applications) came in at $8.9B, up 44% year-over-year, above the $8.84B estimate. Total revenue for the period rose 22% year-over-year to $17.19B. Analysts had expected adjusted earnings of $1.70 per share on $16.89B in revenue. More on Oracle Oracle: OCI And Multicloud Execution Shift The Narrative To Buy (Rating Upgrade) Oracle: Building Immunity To 'SaaSpocalypse' As It Lives Up To Its AI Potential Oracle: Funding AI Capacity With Layoffs SA analyst upgrades/downgrades: MU, ORCL, SMCI, LTM Oracle appoints Hilary Maxson as CFO

Oracle changing finance chiefs makes sense as cloud becomes more critical: RBC (ORCL:NYSE) Seeking Alpha

迈克尔·塞勒的Strategy以及由Fundstrat的汤姆·李担任主席的以太坊累积公司Bitmine，在本周初领涨加密货币板块。这两家公司各自上涨了约6%。 Strategy还报告称，在暂停一周后，已于过去一周恢复购买比特币。 Bitmine Immersion Technologies报告称，其持有ETH代币总供应量近4%的份额。该公司的目标是收购、持有并质押以太坊总供应量的5%。 责任编辑：张俊 SF065

Lower EPS view highlights slowing momentum

Saran_Poroong/iStock via Getty Images By Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights When your background is in macroeconomic and market strategy, there’s an unstated expectation that you can opine on everything. For example, I wasn’t a microbiologist in 2020 during the COVID-19 pandemic, although I often felt like I was struggling to play one on television. In much the same way, I’m not a military strategist today - nor an expert on the inner thinking of US President Trump, Israeli Prime Minister Netanyahu, or Iranian Ayatollah Mojtaba Khomeini. It’s probably for the best. When you convince yourself that you understand the motivations and goals of political and military leaders, markets would likely have a way of humbling you quickly. This past week was a reminder. At various points, markets signaled that the war was intensifying, then nearing an end, and intensifying again. 1 Trying to trade in reaction to each headline is a recipe for being whipsawed. In periods like this, we come back to what we do best. We focus on interpreting what markets themselves are telling us. Business cycle indicators have shown only gradual deterioration Let’s start with the business cycle. As we’ve been saying, our preferred cyclical indicators are trending in the wrong direction, but they aren’t pointing to disaster. Credit spreads have modestly widened, 2 inflation expectations have trended higher, 3 and the US dollar has modestly strengthened. 4 The rise in inflation expectations has led investors to expect further rate increases from the European Central Bank, the Bank of England, and even the Bank of Japan. 5 Taken together, this gradual - but not meaningful - deterioration in cycle indicators suggests that markets still appear to believe in an exit ramp and an eventual resumption of the expansion once near-term uncertainty fades. Global signals point toward a slowdown Tactically, the picture has softened. Our short-lived global expansion signal h...

格隆汇4月7日｜美股周一收盘，道指初步收涨0.36%，标普500指数涨0.45%，纳指涨0.5%。AMC院线(AMC.N)涨12%，Strategy(MSTR.O)涨6%，超微电脑(SMCI.O)跌5%，特斯拉(TSLA.O)跌2%。纳斯达克中国金龙指数收跌0.2%，爱奇艺(IQ.O)跌4%。