Late-night host covered Trump’s latest social media posts on Iran and Melania’s surprise statement on Jeffrey Epstein Jimmy Kimmel expressed frustration over Donald Trump’s confusing statements on Iran while also expressing shock over Melania Trump’s surprise statement. The ABC host spoke about the ongoing war in Iran that is happening “for reasons known only to Donald Trump” and how we remain uns...
Late-night host covered Trump’s latest social media posts on Iran and Melania’s surprise statement on Jeffrey Epstein Jimmy Kimmel expressed frustration over Donald Trump’s confusing statements on Iran while also expressing shock over Melania Trump’s surprise statement. The ABC host spoke about the ongoing war in Iran that is happening “for reasons known only to Donald Trump” and how we remain unsure over the strait of Hormuz and whether it is or isn’t open. Continue reading...
Daorueang Thongphasuk/iStock via Getty Images A Quick Take On Avalyn Pharma's IPO Avalyn Pharma Inc. ( AVLN ) has filed to raise capital for its treatment pipeline development, according to an S-1 registration statement . The company is advancing drug candidate treatments for pulmonary fibrosis conditions. AVLN has had encouraging tolerance and efficacy results in its lead candidate's trials. The ...
Daorueang Thongphasuk/iStock via Getty Images A Quick Take On Avalyn Pharma's IPO Avalyn Pharma Inc. ( AVLN ) has filed to raise capital for its treatment pipeline development, according to an S-1 registration statement . The company is advancing drug candidate treatments for pulmonary fibrosis conditions. AVLN has had encouraging tolerance and efficacy results in its lead candidate's trials. The firm also has a strong investor syndicate and top-tier quality management in its favor. Avalyn Overview and Development Efforts Avalyn is a clinical-stage biopharma developing targeted treatment candidates for interstitial lung diseases [ILDs] like pulmonary fibrosis. Pulmonary fibrosis results in the scarring of the lungs, leading to a decline in lung function and poor quality of life for suffering patients. AVLN is developing inhaled formulations of already-approved drugs of pirfenidone and nintedanib for treating progressive pulmonary fibrosis and idiopathic pulmonary fibrosis. The current status of the company's drug candidate pipeline is shown here: SEC The firm's wholly owned lead candidate, AP01, is currently in Phase II trials and has 'demonstrated encouraging tolerability and clinical activity data…[with] low rates of side effects, including GI toxicities and liver enzyme elevations, which have been commonly seen with oral products. At 48 weeks, the high-dose AP01 achieved near stabilization of lung function, as measured by forced vital capacity, or FVC.' (Source: SEC) Management is led by President and Chief Executive Officer Ms. Lyn Baranowski, who has been with the firm since October 2022 and was previously COO of Altavant, where she oversaw the development of therapies for rare respiratory diseases until the company's acquisition by Sumitomo Dainippon in 2019. Avalyn's Market and Competitors The global idiopathic pulmonary fibrosis [IPF] treatment market was an estimated $3.7 billion in 2024 and was expected to reach $5.5 billion by 2030, according to a market ...
Alphabet's (GOOG) stock is up by over 250% since the beginning of 2023. That’s great for Google. But wait a minute, Microsoft’s (MSFT) stock is up a meager 56% during the same period. Hard to believe, but Alphabet’s stock is up more than 4x Microsoft’s stock. This, despite the fact that Microsoft’s revenue growth for the 2023-2025 period stood at 44%, compared to just 31% for Google. Does that mak...
Alphabet's (GOOG) stock is up by over 250% since the beginning of 2023. That’s great for Google. But wait a minute, Microsoft’s (MSFT) stock is up a meager 56% during the same period. Hard to believe, but Alphabet’s stock is up more than 4x Microsoft’s stock. This, despite the fact that Microsoft’s revenue growth for the 2023-2025 period stood at 44%, compared to just 31% for Google. Does that make sense? We don’t think it does, and believe Microsoft presents a compelling valuation at current le
tiero/iStock via Getty Images Introduction Applied Digital Corporation ( APLD ) is an AI infrastructure and data center operator. Their stock went sideways for approximately two years, then exploded to $40+, and is now in a consolidation again. Data by YCharts Applied Digital operates two main data center businesses: AI data centers and blockchain data centers. On the AI side, the company is build...
tiero/iStock via Getty Images Introduction Applied Digital Corporation ( APLD ) is an AI infrastructure and data center operator. Their stock went sideways for approximately two years, then exploded to $40+, and is now in a consolidation again. Data by YCharts Applied Digital operates two main data center businesses: AI data centers and blockchain data centers. On the AI side, the company is building capacity for hyperscale customers that need high-density infrastructure for AI and GPU-driven workloads. On the blockchain side, it provides hosting capacity to bitcoin miners, with Marathon Digital as its largest customer. The company currently has 700 MW of critical IT load under construction, of which 600 MW is already fully contracted under long-term leases. Across its two North Dakota AI campuses, management says it has executed five long-term leases with two leading hyperscalers, representing about $16 billion in anticipated aggregate rental revenue. Beyond that, Applied Digital states it is marketing more than 4 GW of total accessible power. In its blockchain segment, around 286 MW is already operating today, although management’s current priority is clearly the continued buildout of its AI-focused facilities. APLD IR In their investor presentation , they portray a few indications that future demand for compute will likely experience rapid growth: Global demand for data center capacity is projected to triple by 2030. Boston Consulting Group estimates that the U.S. data center power shortage projected by 2030 could exceed 45 GW. The U.S. Department of Energy (DOE) projects the grid will need 100 GW of new capacity by 2030, with ~50 GW driven by data centers. Further, the amount of compute required is likely going to further accelerate due to more complex tasks. Altogether, this increases the likelihood of APLD signing further deals in the future and developing into a profitable AI compute company. This investment thesis is intact. The company reported its Q3 FY202...
PhonlamaiPhoto Commvault Systems ( CVLT ) initially spiked up, though it is now down 2.8% amid some takeover speculation. Commvault ( CVLT ) is said to have attracted takeover interest, according to traders, who cited a Betaville "uncooked" that was circulating on Friday. The identity of the company looking at Commvault ( CVLT ) wasn't known, though some people have heard it may be a private equit...
PhonlamaiPhoto Commvault Systems ( CVLT ) initially spiked up, though it is now down 2.8% amid some takeover speculation. Commvault ( CVLT ) is said to have attracted takeover interest, according to traders, who cited a Betaville "uncooked" that was circulating on Friday. The identity of the company looking at Commvault ( CVLT ) wasn't known, though some people have heard it may be a private equity firm. Commvault ( CVLT ) is set to report Q4 results on April 28. More on CommVault Systems Commvault Systems Continues Transition Against Headwinds (Downgrade) Commvault Systems, Inc. (CVLT) Q3 2026 Earnings Call Transcript Commvault Systems, Inc. 2026 Q3 - Results - Earnings Call Presentation Commvault expands AI and data security features with real-time governance tools CommVault Systems Non-GAAP EPS of $1.17 beats by $0.19, revenue of $313.83M beats by $14.74M
Intel and Qualcomm ramp up AI chip strategies, deepening partnerships and expanding portfolios as competition intensifies across key semiconductor markets.
Intel and Qualcomm ramp up AI chip strategies, deepening partnerships and expanding portfolios as competition intensifies across key semiconductor markets.
Citi has cut Docusign (NASDAQ:DOCU) shares to Neutral from Buy, setting a $50 price target that sits just above where the stock is currently trading. With Docusign stock down 36% year-to-date, the downgrade raises a fair question: has the e-signature pioneer lost its edge? The timing is pointed. Docusign stock trades at $44, meaning Citi’s ... Citi Cuts Docusign to Neutral With a $50 Target: Has t...
Citi has cut Docusign (NASDAQ:DOCU) shares to Neutral from Buy, setting a $50 price target that sits just above where the stock is currently trading. With Docusign stock down 36% year-to-date, the downgrade raises a fair question: has the e-signature pioneer lost its edge? The timing is pointed. Docusign stock trades at $44, meaning Citi’s ... Citi Cuts Docusign to Neutral With a $50 Target: Has the E-Signature Pioneer Lost Its Edge?