Igor Suka/E+ via Getty Images The last time I spoke about Inovio Pharmaceuticals ( INO ) it was with a Seeking Alpha article entitled " Inovio: Back On Track With INO-3107 BLA For RRP Before End Of 2025 ." With respect to this article, I mentioned that the company had a major issue in terms of having its Biologics License Application [BLA] of INO-3107 for the treatment of patients with Recurrent R...
Igor Suka/E+ via Getty Images The last time I spoke about Inovio Pharmaceuticals ( INO ) it was with a Seeking Alpha article entitled " Inovio: Back On Track With INO-3107 BLA For RRP Before End Of 2025 ." With respect to this article, I mentioned that the company had a major issue in terms of having its Biologics License Application [BLA] of INO-3107 for the treatment of patients with Recurrent Respiratory Papillomatosis [RRP] filed in a timely manner. It was back in August of 2024 when it announced that it had to delay its BLA filing because of manufacturing issues. What I also mentioned was that it expected to complete its submission of its BLA of INO-3107 by the end of 2025 as well. I'm happy to report that the BLA submission was accepted by the FDA for review of this drug. The downside is that the last time I spoke about this company, I mentioned that it was seeking Accelerated Approval of this candidate so that it could have a quicker review period. Despite the FDA accepting the BLA for review, it noted that adequate information hadn't been given for the FDA to grant the Accelerated Approval pathway for it. A Prescription Drug User Fee Act [PDUFA] date of October 30, 2026, has been set by the FDA to review the drug and determine if INO-3107 should be approved for U.S. marketing for the treatment of patients with RRP. I had a "Hold" rating on this stock the last time around, and I believe it is important to keep this rating. Why is that? That's because if the company does achieve FDA approval of INO-3107, it would be a huge win for it. However, this regulatory review is a major inflection point for it. If it doesn't achieve U.S. marketing approval, not only would the stock price suffer, but the company could be forced to rely on another candidate in its pipeline by the name of INO-5412. Not only that, but to extend its cash runway, it had to prioritize programs [cut other programs not focused on the BLA] and eliminate roles. Even with doing this, it was able to...
JHVEPhoto/iStock Editorial via Getty Images Looking back 5 years ago, nobody knew that AI was going to become the topic of every other conversation and there would be many indirect ways to benefit from the technological boom that's occurring. Kinder Morgan ( KMI ) is sitting on top of what might be the most underappreciated secular growth story in the market right now. Every hyperscaler, every liq...
JHVEPhoto/iStock Editorial via Getty Images Looking back 5 years ago, nobody knew that AI was going to become the topic of every other conversation and there would be many indirect ways to benefit from the technological boom that's occurring. Kinder Morgan ( KMI ) is sitting on top of what might be the most underappreciated secular growth story in the market right now. Every hyperscaler, every liquified natural gas (LNG) developer, and every utility company scrambling to keep the lights on for the next wave of data centers all need natural gas. I believe that natural gas pipeline infrastructure is still being undervalued, as this is the most efficient way to move natural gas from point A to point B around the country. KMI is one of the largest energy infrastructure companies in North America, with 78,000 miles of pipeline within their network that they own or operate. I've been following KMI for many years, and very few investors wanted to get involved when the renewable energy wave was gaining popularity, but today is a much different day. Time and time again we see just how dependent the global economy is on hydrocarbons from oil and gas. As more AI infrastructure is built, we will need more continuous energy to support it, and KMI is coming off record levels of profitability in Q4 2025. I'm still bullish on KMI as they have a $10 billion project backlog that's 90% natural gas with a management team that is discussing what the next decade of energy infrastructure buildout will look like. In an age where energy is powering an unprecedented technological buildout, I don't think the market is bullish enough on KMI, as its infrastructure is basically irreplaceable and acts as a tollbooth of income for shareholders. I'm upgrading my investment thesis to bullish again because I believe KMI is going to consolidate at the current levels and break out once more to the upside. Kinder Morgan Following up on my previous article about Kinder Morgan Back in February I had writt...
Alphabet Inc. (GOOGL) has pulled back more than 14% from its February highs. As a vertically integrated AI powerhouse and now about halfway between the recent highs and the 200-day moving average, with elevated "implied volatility" (the term options traders use to describe option prices), one of my favorite stocks may be setting up for one of my favorite strategies. Following the introduction of G...
Alphabet Inc. (GOOGL) has pulled back more than 14% from its February highs. As a vertically integrated AI powerhouse and now about halfway between the recent highs and the 200-day moving average, with elevated "implied volatility" (the term options traders use to describe option prices), one of my favorite stocks may be setting up for one of my favorite strategies. Following the introduction of Gemini 3.1 and "Personal Intelligence," Alphabet is demonstrating that it can defend its search moat while scaling a high-margin cloud business. My thinking is that this most recent weakness should be taken advantage of as an opportunity to get into GOOGL at a better price. To capitalize on a move back towards the all-time highs of $343 with slightly lower risk than buying 100 shares, a Call Spread Risk Reversal could play for a rebound while taking advantage of potential support at the 200-day moving average. In the worst case, a much steeper decline, one would be compelled to purchase the stock at $265 (the 200 DMA), a more than 20% discount to the recent highs. Trade: Buy the June 19, 2026, $300 Call / Sell the June 19, 2026, $330 Call and$265 Calls The Logic: By selling the $330 call and $265 puts, you're financing the $300 call, so no "decay" (aka "theta"). Outcome: You profit as long as GOOGL climbs above $300, with maximum profit realized if the stock hits $330 by June expiration. The downside risk is that you may be compelled to purchase the stock at $265 if it falls below that level by June expiration. The bullish narrative is centered on operating leverage. Google Cloud's margins have exploded to 30.1%, up from 17.5% just a year ago. With a $240 billion backlog, Cloud is no longer a "side project" — it is a massive profit engine. Furthermore, the integration of Gemini 3.1 Flash into Search has debunked the "AI will kill Google" myth. Instead of losing users, Google has increased utility through "Personal Intelligence," which connects your Gmail and Photos to Search...
Follow Jack Bowman on Seeking Alpha! Read Jack Bowman's Article on Seeking Alpha! This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Past performance is no guarantee of future results. Content is offered for information purposes only....
Follow Jack Bowman on Seeking Alpha! Read Jack Bowman's Article on Seeking Alpha! This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Past performance is no guarantee of future results. Content is offered for information purposes only. Unless stated otherwise, any and all individuals participating in the video are third parties that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body. Unless stated otherwise, the views or opinions expressed may not reflect those of Seeking Alpha as a whole. The accuracy and completeness of content shared cannot be guaranteed. Seeking Alpha does not take account of your objectives or financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker, US investment advisor, or investment bank. Nicole Benjamin : Hey, everybody. It's Nicole Benjamin, your host here at Seeking Alpha to bring to you another episode of our series Portfolio Pulse, where, as the name suggests, we're going to be keeping a pulse to all the big financial moves happening in the market. Now, for today's episode, I'm joined by none other than Jack Bowman. Jack, thank you so much for joining us today. Jack Bowman : Yeah, thanks for having me on, Nicole. NB : Absolutely. So, Jack, I want to talk to you. You've been on Seeking Alpha since 2023. Tell us about what your background is in the financial space. What got you interested? Anything regarding your investment philosophy. JB : Yeah. So, I used to be – I was classically trained as a teacher. I taught economics in high school for a lot of years. And then in 2021, I got my financial adviser's license and I started doing investment advice. And I realized through that work that I really liked the communication ...
Nominate your startup, or one you know that deserves the spotlight, and finish the process by applying. Selected 200 have a chance at VC access, TechCrunch coverage, and $100K for Startup Battlefield 200. Applications close on May 27.
Nominate your startup, or one you know that deserves the spotlight, and finish the process by applying. Selected 200 have a chance at VC access, TechCrunch coverage, and $100K for Startup Battlefield 200. Applications close on May 27.
Micron Technology (NASDAQ: MU) just delivered a blockbuster quarter, but the stock's pullback suggests investors are already worrying about what happens after the AI memory boom peaks. That clash between huge numbers and rising fear is what makes the setup so compelling right now. Stock prices used were the market prices of March 29, 2026. The video was published on April 1, 2026. Continue reading
Micron Technology (NASDAQ: MU) just delivered a blockbuster quarter, but the stock's pullback suggests investors are already worrying about what happens after the AI memory boom peaks. That clash between huge numbers and rising fear is what makes the setup so compelling right now. Stock prices used were the market prices of March 29, 2026. The video was published on April 1, 2026. Continue reading
In the past 12 months, shares of Micron Technology (NASDAQ: MU) have more than quadrupled in value. The company has experienced significant demand for its memory and storage products. Meanwhile, investors and analysts continue to see much more growth ahead due to the build-out in artificial intelligence as hyperscalers remain aggressive in their growth efforts. Micron's growth has been so impressi...
In the past 12 months, shares of Micron Technology (NASDAQ: MU) have more than quadrupled in value. The company has experienced significant demand for its memory and storage products. Meanwhile, investors and analysts continue to see much more growth ahead due to the build-out in artificial intelligence as hyperscalers remain aggressive in their growth efforts. Micron's growth has been so impressive that even with such massive gains in its share price, it still looks cheap based on its earnings -- it trades at only six times its estimated future profits . That suggests the stock may still have more upside, given the additional growth analysts expect from the company in the near future. But before you get excited, it's important to consider just why the results have been so strong for Micron. Image source: Getty Images. Continue reading
FinancialContent - The Deleveraging Signal: Why Micron’s $5.4 Billion Debt Buyback Points to a Permanent Shift in the Semiconductor Cycle FinancialContent
FinancialContent - The Deleveraging Signal: Why Micron’s $5.4 Billion Debt Buyback Points to a Permanent Shift in the Semiconductor Cycle FinancialContent
Justin Sullivan/Getty Images News Chevron ( CVX ) has resumed normal operations at the Leviathan gas and condensate field in the Mediterranean Sea off Israel's coast, a month after the country's energy ministry ordered a shutdown at Israel's largest gas field following the outbreak of the Middle East war. NewMed Energy ( DKDRF ), one of Chevron's ( CVX ) Israeli partners in the Leviathan consortiu...
Justin Sullivan/Getty Images News Chevron ( CVX ) has resumed normal operations at the Leviathan gas and condensate field in the Mediterranean Sea off Israel's coast, a month after the country's energy ministry ordered a shutdown at Israel's largest gas field following the outbreak of the Middle East war. NewMed Energy ( DKDRF ), one of Chevron's ( CVX ) Israeli partners in the Leviathan consortium, announced the resumption on Friday, saying the suspension of flows lasted 33 days. The shutdown led Chevron ( CVX ) to declare force majeure and pushed Egypt, which receives Leviathan gas by pipeline, to step up LNG imports. Leviathan gas is piped to Israel, Egypt, and Jordan; the field sold 8.1B cm to the three countries in the first nine months of 2025, with Egypt accounting for more than half. The Chevron-operated ( CVX ) Tamar gas field is the only rig that has been operating offshore Israel so far during the war. More on Chevron Chevron: Prolonged Iran War A Catalyst Chevron: $130-$140 Oil Is Realistic, And That's Not Good Chevron: Avoid Market Top Bargains
House speaker Mike Johnson face pushback from hardline Republicans, who view the Senate funding bill as a concession to Democrats’ demands Sign up for Breaking News US email alerts A reminder that the record-breaking partial government shutdown just entered its eighth week , with little end in sight. Congress is on recess, and isn’t set to return for until 13 April. Today, House lawmakers again to...
House speaker Mike Johnson face pushback from hardline Republicans, who view the Senate funding bill as a concession to Democrats’ demands Sign up for Breaking News US email alerts A reminder that the record-breaking partial government shutdown just entered its eighth week , with little end in sight. Congress is on recess, and isn’t set to return for until 13 April. Today, House lawmakers again took no action to pass a Senate bill to fund affected Department of Homeland Security (DHS) subagencies. This comes after Republican leadership in both chambers announced a compromise to fund the Transportation Security Administration (TSA), the US Coast Guard, the Federal Emergency Management Agency (Fema) and the Cybersecurity and Infrastructure Security Agency (Cisa), but withhold funds from Immigration and Customs Enforcement (ICE) and part of Customs and Border Protection (CBP). Continue reading...