JHVEPhoto The decline in shares of Micron Technology ( MU ) and Sandisk ( SNDK ) should be bought, investment firm Mizuho Securities said, as investor fears about “peak memory” are “overblown.” “TurboQuant was first explored in 2025, with more results published recently on AI inference performance gains,“ analyst Vijay Rakesh wrote in a note to clients, referring to several algorithms from Google ...
JHVEPhoto The decline in shares of Micron Technology ( MU ) and Sandisk ( SNDK ) should be bought, investment firm Mizuho Securities said, as investor fears about “peak memory” are “overblown.” “TurboQuant was first explored in 2025, with more results published recently on AI inference performance gains,“ analyst Vijay Rakesh wrote in a note to clients, referring to several algorithms from Google ( GOOG ) ( GOOGL ) that were released last month . “We believe every performance improvement actually accelerates the adoption flywheel (Jevons paradox). For example: 1) virtualized machines were supposed to decrease server demand, but resulted in the opposite; 2) the DeepSeek launch in 2025 sparked fears of a GPU slowdown, but AI growth accelerated; 3) move from copper to optical with 10x higher bandwidth could drive higher AI Server CAPEX, instead of reducing it. We believe KV Cache compression will enable larger LLMs, faster inference and better tokenomics, spurring more spending.” Rakesh has Outperform ratings on Micron and Sandisk, and his price targets are $530 and $710, respectively. More on Micron Technology and Sandisk Micron Stock: Why I'm Doubling Down Micron: The Selloff Didn't Break The Setup Micron: Great Businesses Can Be Bad Trades (Rating Downgrade) SA analyst upgrades/downgrades: QCOM, RKLB, BJ, SNDK Sandisk gains most among S&P500 tech stocks in Q1; AppLovin biggest loser
cagkansayin Recent declines in software employment, while notable, remain modest when viewed in the broader context of U.S. labor market dynamics, according to Apollo chief economist Torsten Slok. The sector has shed about 200,000 jobs in recent years, a shift that has drawn attention amid rapid technological and policy changes. Slok notes that several forces may be contributing to the contraction...
cagkansayin Recent declines in software employment, while notable, remain modest when viewed in the broader context of U.S. labor market dynamics, according to Apollo chief economist Torsten Slok. The sector has shed about 200,000 jobs in recent years, a shift that has drawn attention amid rapid technological and policy changes. Slok notes that several forces may be contributing to the contraction, including the rise of artificial intelligence, tighter monetary policy from the Federal Reserve, and evolving immigration constraints. However, he emphasizes that these pressures should be weighed against the scale of overall labor market activity. Each year, roughly 63M Americans transition into new jobs, while about 38M voluntarily leave their positions and another 21M experience layoffs. Against this backdrop, the reduction in software roles appears relatively small. The data suggests that, despite structural changes in the tech sector, broader labor market churn continues to dominate employment trends across the economy. “The bottom line is that, regardless of what is driving the decline in software employment, it remains insignificant compared to the broader churn in the labor market,” Slok said. S&P 500 Funds: ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( FXAIX ), ( VFIAX ), ( VFFSX ), and ( SWPPX ). Software ETFs: ( IGV ), ( IGPT ), ( XSW ), and ( AOTS ). More on markets Cathie Wood’s ARK ETFs add OpenAI exposure as ChatGPT boom grows Countdown to Trump’s address to the nation: What will he say? Treasury yields surge in March, posting the biggest monthly jump since 2024 Wells Fargo lowers its year-end S&P 500 target from 7,800 to 7,300 S&P 500 is on pace for its worst month since 2022 as broad selloff deepens
Xvivo Perfusion AB (publ) press release ( XVIPF ): FY GAAP EPS of SEK 0.80. Revenue of SEK 812.2M (-1.2% Y/Y). More on Xvivo Perfusion AB (publ) Xvivo Perfusion AB (publ) (XVIPY) Q4 2025 Earnings Call Transcript Xvivo Perfusion AB (publ) 2025 Q4 - Results - Earnings Call Presentation Xvivo Perfusion AB (publ) (XVIPY) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Historical e...
Xvivo Perfusion AB (publ) press release ( XVIPF ): FY GAAP EPS of SEK 0.80. Revenue of SEK 812.2M (-1.2% Y/Y). More on Xvivo Perfusion AB (publ) Xvivo Perfusion AB (publ) (XVIPY) Q4 2025 Earnings Call Transcript Xvivo Perfusion AB (publ) 2025 Q4 - Results - Earnings Call Presentation Xvivo Perfusion AB (publ) (XVIPY) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Historical earnings data for Xvivo Perfusion AB (publ) Financial information for Xvivo Perfusion AB (publ)
Those in US given chance to have more professional usernames without losing access to account Did your McLovin!1976!@gmail.com email address seem funny at the time but less so now you are applying for dozens of jobs? Google has said it is giving US users a chance to appear more professional by letting them change their Google account username – whatever appears before @gmail.com in an email addres...
Those in US given chance to have more professional usernames without losing access to account Did your McLovin!1976!@gmail.com email address seem funny at the time but less so now you are applying for dozens of jobs? Google has said it is giving US users a chance to appear more professional by letting them change their Google account username – whatever appears before @gmail.com in an email address – without losing access to their account. Continue reading...
Schroptschop February International Trade in Goods (Advance) balance came in at -$84.6B , compared with the -$81.8B shortfall in January (revised from -$80.8B), according to data released by the Census Bureau on Thursday. The February rise in the goods and services deficit reflected an increase in the goods deficit of $2.5B to $84.6B and a decrease in the services surplus of $0.2B to $27.3B. Febru...
Schroptschop February International Trade in Goods (Advance) balance came in at -$84.6B , compared with the -$81.8B shortfall in January (revised from -$80.8B), according to data released by the Census Bureau on Thursday. The February rise in the goods and services deficit reflected an increase in the goods deficit of $2.5B to $84.6B and a decrease in the services surplus of $0.2B to $27.3B. February exports were $314.8B, $12.6 billion more than January exports. February imports were$372.1B, $15.2B more than January imports. The deficit advanced $0.4B to $61.6B for the three months ending in February, the Census Bureau said . Year-to-date, the deficit decreased $136.1B, or 54.8%, from the same period in 2025. More on the U.S. Economy Hope Boosts Risk Appetites And Drags The Greenback Lower U.S. Dollar Index Outlook - USD Double Top As Markets Slowly Price End Of War S&P 500 Earning Estimates Are Surprisingly Rising And $100 WTIC Oil Is Not Expensive Trump threatens to hit Iran ‘extremely hard’ even as war nears end; oil surges, futures dip Recession odds down sharply after string of better-than-expected economic data
JasonDoiy Rivian Automotive ( RIVN ) disclosed that it produced 10,236 vehicles at its manufacturing facility in Normal, Illinois, in Q1 and delivered 10,365 vehicles during the same period. The electric vehicle maker noted that the production and delivery results for the quarter were in line with its outlook. By comparison, Rivian ( RIVN ) produced 14,611 vehicles and delivered 8,640 vehicles in ...
JasonDoiy Rivian Automotive ( RIVN ) disclosed that it produced 10,236 vehicles at its manufacturing facility in Normal, Illinois, in Q1 and delivered 10,365 vehicles during the same period. The electric vehicle maker noted that the production and delivery results for the quarter were in line with its outlook. By comparison, Rivian ( RIVN ) produced 14,611 vehicles and delivered 8,640 vehicles in Q1 of 2025. Looking ahead, Rivian ( RIVN ) reaffirmed the 2026 delivery range guidance of 62,000 to 67,000 vehicles. Rivian ( RIVN ) is scheduled to report full Q1 results on April 30 after the market closes. Shares of Rivian ( RIVN ) edged 1.2% lower in premarket trading. The EV stock is down more than 24% on a year-to-date basis. Short interest on RIVN stands at 11.8% of the total float. More on Rivian Rivian: Thank You, Uber! Rivian: Why It's Finally Time To Buy (Rating Upgrade) Rivian: Return To Growth In 2026 Rivian win in Washington signals shift in how cars may be sold The Rivian-Volkswagen joint venture passes a key software milestone
F3 Uranium ( FUU:CA ) said it has entered into an agreement with Red Cloud Securities, acting as lead underwriter and sole bookrunner, to issue 25M flow-through common shares at a price of C$0.20 per share, for gross proceeds of C$5M. The gross proceeds from the sale of FT shares will be used by the company to incur eligible "Canadian exploration expenses" that qualify as "flow-through critical mi...
F3 Uranium ( FUU:CA ) said it has entered into an agreement with Red Cloud Securities, acting as lead underwriter and sole bookrunner, to issue 25M flow-through common shares at a price of C$0.20 per share, for gross proceeds of C$5M. The gross proceeds from the sale of FT shares will be used by the company to incur eligible "Canadian exploration expenses" that qualify as "flow-through critical mineral mining expenditures" and to incur "eligible flow-through mining expenditures" pursuant to The Mineral Exploration Tax Credit Regulations, 2014, related to the company's uranium projects in the Athabasca Basin , Saskatchewan , on or before December 31, 2027. Source: Press Release More on F3 Uranium Corp. Historical earnings data for F3 Uranium Corp. Financial information for F3 Uranium Corp.
U.S. President Donald Trump delivers remarks on tariffs in the Rose Garden at the White House in Washington, D.C., on April 2, 2025. Leah Millis | Reuters A year ago, on April 2, 2025, U.S. President Donald Trump appeared in the White House Rose Garden with an announcement that would become one of the defining policies of his second term. The president unveiled a vast list of country-specific tari...
U.S. President Donald Trump delivers remarks on tariffs in the Rose Garden at the White House in Washington, D.C., on April 2, 2025. Leah Millis | Reuters A year ago, on April 2, 2025, U.S. President Donald Trump appeared in the White House Rose Garden with an announcement that would become one of the defining policies of his second term. The president unveiled a vast list of country-specific tariffs in what he dubbed his "liberation day" trade policies — a move that sparked panic and volatility in markets across the globe. It included steep duties on imports from many trading partners, including 34% on Chinese goods, 20% on the EU and 46% on Vietnam. The ensuing sell-off gripped various asset classes across the globe — but U.S. equities, Treasurys and the dollar all took a major hit in what would become the "Sell America" trade. In the 12 months since "liberation day", U.S. assets have seen further spates of volatility linked to Trump's unpredictable policy mix — generating a number of trading trends from ABUSA (Anywhere But the USA) to the TACO (Trump Always Chickens Out) trade. Some international markets, including the benchmark indexes of Brazil, the U.K. and Japan, have outperformed the S&P 500 in the year since Trump's "liberation day" announcements, benefiting from investors — particularly those outside of the U.S. — looking to diversify away from an overreliance on American returns. Washington has since struck a series of trade deals that reduced the tariff rates slapped on various key trading partners, such as the EU, the U.K., India and Switzerland. But, in February, the tariff regime was struck down when the U.S. Supreme Court ruled it was illegal, with a judge later ordering the government to prepare to potentially pay billions of dollars in refunds to importers who paid the tariffs. Last month, Trump launched Section 301 investigations into more than a dozen trading partners, including China, the EU, Japan, Switzerland and India, paving the way for the ...
Adagene ( ADAG ) announced on Thursday the pricing of its underwritten public offering of 18.67M American depositary shares, or ADSs, each representing 1.25 ordinary shares of the company at the offering price of $3.75 per ADS. The gross proceeds to Adagene from the offering are expected to be approximately $70M, before deducting underwriting discount and offering expenses. The offering is expecte...
Adagene ( ADAG ) announced on Thursday the pricing of its underwritten public offering of 18.67M American depositary shares, or ADSs, each representing 1.25 ordinary shares of the company at the offering price of $3.75 per ADS. The gross proceeds to Adagene from the offering are expected to be approximately $70M, before deducting underwriting discount and offering expenses. The offering is expected to close on April 6, 2026. The offering featured participation from new and existing investors, including Janus Henderson Investors, Deerfield Management, Invus, Sirenia, and Columbia Threadneedle Investments, among others, the company said. ADAG -12.03% premarket to $4.0552. Source: Press Release More on Adagene ADR Adagene sets $3.75 per ADS price for $70M offering Seeking Alpha’s Quant Rating on Adagene ADR Historical earnings data for Adagene ADR Financial information for Adagene ADR
U.S. applications for unemployment benefits fell last week as layoffs remain sparse despite a softening labor market and rising energy costs due to the Iran war. The number of Americans applying for jobless aid for the week ending March 28 fell by 9,000 to 202,000 from the previous week’s 211,000, the Labor Department reported Thursday. Filings for unemployment benefits are considered representati...
U.S. applications for unemployment benefits fell last week as layoffs remain sparse despite a softening labor market and rising energy costs due to the Iran war. The number of Americans applying for jobless aid for the week ending March 28 fell by 9,000 to 202,000 from the previous week’s 211,000, the Labor Department reported Thursday. Filings for unemployment benefits are considered representative of U.S. layoffs and are close to a real-time indicator of the health of the job market.
Designkit has launched an innovative e-commerce design platform aimed at streamlining product visuals for global sellers. This platform addresses the bottlenecks of traditional product photography, offering digital merchants quicker and more cost-effective solutions for producing high-quality, conversion-ready product images. Supported by two integrated suites—the Generative AI Suite and the AI Ph...
Designkit has launched an innovative e-commerce design platform aimed at streamlining product visuals for global sellers. This platform addresses the bottlenecks of traditional product photography, offering digital merchants quicker and more cost-effective solutions for producing high-quality, conversion-ready product images. Supported by two integrated suites—the Generative AI Suite and the AI Photo Editor Suite—Designkit enables sellers to create comprehensive image sets, including...
Everus Construction Group ( ECG ) on Thursday said it will acquire SE&M Constructors and related entities for $158 million in cash, with a potential additional earnout of up to 8% tied to performance targets. SE&M, a North Carolina-based contractor founded in 1923, provides mechanical, electrical, and plumbing services across industrial, pharmaceutical, and healthcare sectors, and employs more tha...
Everus Construction Group ( ECG ) on Thursday said it will acquire SE&M Constructors and related entities for $158 million in cash, with a potential additional earnout of up to 8% tied to performance targets. SE&M, a North Carolina-based contractor founded in 1923, provides mechanical, electrical, and plumbing services across industrial, pharmaceutical, and healthcare sectors, and employs more than 200 craft workers. The acquisition strengthens Everus’ mechanical services capabilities and expands its footprint in the U.S. Southeast, while increasing exposure to industrial and pharmaceutical end markets. SE&M generated $109 million in revenue in 2025, with EBITDA margins in the high teens. Everus said the deal, funded by cash on hand, will result in pro forma net leverage of about 0.8x and leaves the company with capacity for further acquisitions. Existing SE&M leadership will remain with the business. ECG -5.50% premarket to $118.5. Source: Press Release More on Everus Construction Group, Inc. Everus Construction: Strong Growth Trajectory, Shares May Already Be Priced Everus Construction Group, Inc. (ECG) Q4 2025 Earnings Call Transcript Everus Construction Group, Inc. 2025 Q4 - Results - Earnings Call Presentation Mid-Cap industrial stocks ranked by quant ratings after earnings season Everus expects 11% revenue growth in 2026 while advancing M&A pipeline and backlog strength