Just_Super/E+ via Getty Images The cybersecurity industry has come a long way over the years. Initially, some software developers more or less worked to suppress cybersecurity efforts, viewing white hat hackers uncovering bugs as enemies. Attitudes shifted, and many companies started offering rewards to white hat hackers who found vulnerabilities, and various other efforts have helped improve secu...
Just_Super/E+ via Getty Images The cybersecurity industry has come a long way over the years. Initially, some software developers more or less worked to suppress cybersecurity efforts, viewing white hat hackers uncovering bugs as enemies. Attitudes shifted, and many companies started offering rewards to white hat hackers who found vulnerabilities, and various other efforts have helped improve security. In practice, most “hacking” has actually been social engineering rather than code exploits. That said, when code exploits, and particularly unknown “zero-day” exploits, have been utilized, the damage has at times been immense. The NotPetya attacks, for example, are believed to have caused $10 billion in damages. Hacking code with human hands is often a cumbersome process. Once hackers gain access to code, finding vulnerabilities often means reviewing lines upon lines of code, piecing together how the whole system works, and then hoping you find a vulnerability. This process has typically been slow and resource-intensive. Yet early indications from the Anthropic ( ANTHRO ) team suggest that we may soon be entering a new era of cybersecurity, and code hacking could become much easier if hackers have access to powerful AI models. Fortunately, I expect powerful AI models to largely remain in the hands of cybersecurity experts striving to eliminate vulnerabilities. Once fully unleashed, Claude Mythos and other AI models may be able to quickly mitigate and close many vulnerabilities. By and large, black hat hackers shouldn’t have access to the most powerful models and the server farms needed to run them at full power. Still, specially designed black hat AI models, likely built off open-source models, could emerge as an immensely dangerous threat. The risks for companies big and small are considerable. Thesis The implications for cybersecurity as a practice will have an immense impact on cybersecurity stocks as investments. Many cybersecurity stocks have taken a hit since re...
NVIDIA Corporation (NASDAQ:NVDA) is featured on the Israel Englander Stock Portfolio: Top 10 Stock Picks. NVIDIA Corporation (NASDAQ:NVDA) has featured in the 13F portfolio of Millennium Management for more than a decade and a half. It first appeared in the portfolio of the fund back in the fourth quarter of 2010. This position comprised just […]
NVIDIA Corporation (NASDAQ:NVDA) is featured on the Israel Englander Stock Portfolio: Top 10 Stock Picks. NVIDIA Corporation (NASDAQ:NVDA) has featured in the 13F portfolio of Millennium Management for more than a decade and a half. It first appeared in the portfolio of the fund back in the fourth quarter of 2010. This position comprised just […]
imaginima/iStock via Getty Images A REIT Trying to Meet the Demands of an AI Future Although you may be hearing a lot about artificial intelligence/AI and cloud computing in the media in recent years and its value to the end user, in today's article I step behind the curtain and talk about a REIT making some of that infrastructure even possible. Equinix ( EQIX ) is a California-based data center R...
imaginima/iStock via Getty Images A REIT Trying to Meet the Demands of an AI Future Although you may be hearing a lot about artificial intelligence/AI and cloud computing in the media in recent years and its value to the end user, in today's article I step behind the curtain and talk about a REIT making some of that infrastructure even possible. Equinix ( EQIX ) is a California-based data center REIT focusing on "digital infrastructure, data center footprint, and interconnected ecosystems," according to its Seeking Alpha profile. Notable to mention from recent news is that in early March, Moody's upgraded its rating of Equinix to Baa1, saying in part it was driven by "strong demand for data center capacity." The stock is among my better-performing buy ratings, up around +35% since my bullish view in June 2025 and up again since my buy rating in October 2025 . In both articles, AI-driven data center capacity demand was a key driver of bullishness, but so was proven dividend growth. A Bullish View Yet Again, Supported by Both Strong Fundamentals and Technicals For my updated thesis, I am reaffirming my prior two buy ratings yet again. Despite signals indicating the stock could be overvalued by now and have limited further upside in the near term, I thought it also had several strong fundamentals to overcome that, as well as chart technicals supporting a continued bullish trend. On the fundamental side, key upside drivers could be continued demand growth for data center space, a global portfolio that keeps expanding, a compelling dividend growth story, and the recent upgrade from Moody's, which is a major agency name. Equinix - rating worksheet (author) A Macro Environment Driven By Demand Tailwinds To start off with, when considering the wider macroeconomic and sector picture, I am highly bullish on the continued demand tailwinds that support data center REITs. In its last quarterly results press release (pg. 1) , the company said, "Enterprises depend on Equinix to co...
Woman also treated in hospital for arm injury as result of a dog bite A 45-year-old man has been arrested after a three-month-old baby girl died in a suspected dog attack. Cleveland police said they were called to a house in the Dormanstown area of Redcar shortly after 1.30pm on Thursday afternoon after a report of concern for the welfare of the child. The baby is believed to have died as a result...
Woman also treated in hospital for arm injury as result of a dog bite A 45-year-old man has been arrested after a three-month-old baby girl died in a suspected dog attack. Cleveland police said they were called to a house in the Dormanstown area of Redcar shortly after 1.30pm on Thursday afternoon after a report of concern for the welfare of the child. The baby is believed to have died as a result of a dog bite, police said. Continue reading...
From Sub-Dollar Penny Stock to Defense Platform Ondas Holdings (NASDAQ:ONDS) traded below a dollar a year ago as a niche wireless communications company with drone interests. Today it is a scaled autonomous systems platform with over $1.5 billion in pro forma cash, a pending merger delivering prime U.S. Department of Defense contractor status, and a ... Drone-Maker Ondas Would Have Turned $1,000 O...
From Sub-Dollar Penny Stock to Defense Platform Ondas Holdings (NASDAQ:ONDS) traded below a dollar a year ago as a niche wireless communications company with drone interests. Today it is a scaled autonomous systems platform with over $1.5 billion in pro forma cash, a pending merger delivering prime U.S. Department of Defense contractor status, and a ... Drone-Maker Ondas Would Have Turned $1,000 One Year Ago Into How Much?!
Campaigners say birds could die trying to access ancestral nests that were sealed during rail refurbishment Some swifts returning to Britain to breed will be unable to access their ancestral nesting holes after they were blocked in a £7.5m refurbishment of a Derbyshire railway viaduct, campaigners say. Nature lovers had appealed to Network Rail to unblock three holes which were among at least nine...
Campaigners say birds could die trying to access ancestral nests that were sealed during rail refurbishment Some swifts returning to Britain to breed will be unable to access their ancestral nesting holes after they were blocked in a £7.5m refurbishment of a Derbyshire railway viaduct, campaigners say. Nature lovers had appealed to Network Rail to unblock three holes which were among at least nine swift nesting sites on the twin viaducts at Chapel Milton, on the edge of the Peak District. Continue reading...
Microsoft Corporation (NASDAQ:MSFT) is featured on the Israel Englander Stock Portfolio: Top 10 Stock Picks. Microsoft Corporation (NASDAQ:MSFT) represents another long-term bet of Israel Englander. His fund first purchased a stake in the company back in the fourth quarter of 2010. This position comprised 250,000 shares. This holding remained relatively constant for years, before the […]
Microsoft Corporation (NASDAQ:MSFT) is featured on the Israel Englander Stock Portfolio: Top 10 Stock Picks. Microsoft Corporation (NASDAQ:MSFT) represents another long-term bet of Israel Englander. His fund first purchased a stake in the company back in the fourth quarter of 2010. This position comprised 250,000 shares. This holding remained relatively constant for years, before the […]
High gas prices are displayed at a gas station on April 9, 2026 in Los Angeles, California. Mario Tama | Getty Images Consumer confidence plunged to a record low in April as fears mounted over rising energy prices and the broader impact of the Iran war, according to a University of Michigan survey Friday. The university's headline index of consumer sentiment tumbled to 47.6, down 10.7% from March ...
High gas prices are displayed at a gas station on April 9, 2026 in Los Angeles, California. Mario Tama | Getty Images Consumer confidence plunged to a record low in April as fears mounted over rising energy prices and the broader impact of the Iran war, according to a University of Michigan survey Friday. The university's headline index of consumer sentiment tumbled to 47.6, down 10.7% from March to its lowest on record. Current conditions and expectations indexes also saw double-digit monthly declines. The drop in sentiment coincided with a sharp spike in inflation expectations, with respondents seeing prices up 4.8% in a year from now, a full percentage point rise from the March reading to its highest since August 2025. The one-year outlook in April 2025 was 6.5% following President Donald Trump's "liberation day" tariff announcement. Survey comments "show that many consumers blame the Iran conflict for unfavorable changes to the economy," said survey Director Joanne Hsu. However, Hsu also noted that most of the interviews were completed prior to the April 7 cease fire. "Economic expectations will likely improve after consumers gain confidence that the supply disruptions stemming from the Iran conflict have ended and gas prices have moderated," she said. The survey release came shortly after the Bureau of Labor Statistics reported that its all-items consumer price index rose 0.9% in March, pushing the 12-month inflation rate to 3.3%. BLS officials said most of the increase in the headline number came from the surge in energy prices, with food inflation little changed. Inflation expectations at the five-year window in the University of Michigan survey moved higher as well, to 3.4%, a 0.2 percentage point monthly increase though a percentage point below the level of a year ago. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
Micron Technology (NASDAQ:MU) has risen 522.09% over the past twelve months, climbing from $65.38 to $406.73. If you watched that move from the sidelines, the question is whether the remaining upside justifies the entry price. The reasons it does — and the risks that could change that — are worth examining carefully. Valuation: Cheaper Than ... Think It’s Too Late to Buy Micron? Here’s the Case fo...
Micron Technology (NASDAQ:MU) has risen 522.09% over the past twelve months, climbing from $65.38 to $406.73. If you watched that move from the sidelines, the question is whether the remaining upside justifies the entry price. The reasons it does — and the risks that could change that — are worth examining carefully. Valuation: Cheaper Than ... Think It’s Too Late to Buy Micron? Here’s the Case for Getting In Now
(RTTNews) - Shares of Linkers Industries Limited (LNKS) are climbing about 11 percent on Friday morning trading after it announced that all series B warrants to purchase the company's Class A ordinary shares, par value $0.0025 per share, have been fully exercised.
(RTTNews) - Shares of Linkers Industries Limited (LNKS) are climbing about 11 percent on Friday morning trading after it announced that all series B warrants to purchase the company's Class A ordinary shares, par value $0.0025 per share, have been fully exercised.
fadfebrian/iStock via Getty Images Introduction It’s been over a year and a half since the last time I covered DoubleDown Interactive ( DDI ), and since then, the company’s share price has declined by over 38% compared to the SPY’s ( SPY ) 14.7% increase. Now that the company has released its full-year 2025 performance, let’s take a look at it in a bit more detail and see if it would be a good tim...
fadfebrian/iStock via Getty Images Introduction It’s been over a year and a half since the last time I covered DoubleDown Interactive ( DDI ), and since then, the company’s share price has declined by over 38% compared to the SPY’s ( SPY ) 14.7% increase. Now that the company has released its full-year 2025 performance, let’s take a look at it in a bit more detail and see if it would be a good time to jump in right now. Performance For the full year 2025, DDI grew its revenues by around 5% to around $360 million . Not the best growth for an online platform. The company’s largest region, the U nited States , saw declines of around 10% y/y, but this was more than offset by growth in the UK and Germany markets. UK revenues are showing fantastic growth over the last three years, growing over 420% from ’23-’24, and then 113% growth from ’24-’25. Germany grew 1680% to around $17 million this past year. This is mainly because the company acquired WHOW Games. This acquisition had its first full quarter under DDI, so I am expecting this performance to be maintained going forward. DDI 20F The biggest revenue contributor was still social casino games, but it did decline slightly over last year to $299 million vs. $308.2 million, while iGaming, which is the company’s SuprNation platform, a European iGaming operator, grew to $61 million from $33 million last year, which equates to around 84% y/y growth. iGaming is the company’s growth engine. In terms of profitability and efficiency, adjusted EBITDA came in at around $142.3 million, which was basically unchanged from last year’s $141.9 million. Overall, since the end of 2024, the company’s profitability declined by 350-800bps when looking at EBITDA, EBIT, and net margins. Seeking Alpha Let’s take a look at DDI’s financial position. The company finished the year with around $389 million in adjusted EBITDA and around $142.3 million in cash and equivalents, as well as $101 million in ST investment, bringing its liquidity to over $4...
iQoncept/iStock via Getty Images As Q1 2026 earnings season approaches, the healthcare sector enters reporting season as one of the market's primary laggards, with the Health Care Select Sector SPDR Fund ( XLV ) down 5.29% in Q1 2026, slightly underperforming the S&P 500's 4.63% decline amid inflation pressures, rising Treasury yields, and tighter Medicare Advantage reimbursement conditions. Again...
iQoncept/iStock via Getty Images As Q1 2026 earnings season approaches, the healthcare sector enters reporting season as one of the market's primary laggards, with the Health Care Select Sector SPDR Fund ( XLV ) down 5.29% in Q1 2026, slightly underperforming the S&P 500's 4.63% decline amid inflation pressures, rising Treasury yields, and tighter Medicare Advantage reimbursement conditions. Against that challenging backdrop, upward EPS revisions within the small-cap healthcare space stand out as a particularly meaningful signal, indicating that analysts see company-specific catalysts strong enough to override sector-wide headwinds. The following list highlights small-cap healthcare stocks that have earned the highest possible Seeking Alpha EPS Revision Grade of A+, spanning biotechnology, pharmaceuticals, health care services, and health care equipment. The list includes Design Therapeutics, Inc. ( DSGN ), Immuneering Corporation ( IMRX ), and InnovAge Holding Corp. ( INNV ), all carrying the highest A+ EPS revision grade. InnovAge Holding Corp. ( INNV ) stands out with a Strong Buy quant rating of 4.87, while KalVista Pharmaceuticals, Inc. ( KALV ) follows closely with a Strong Buy rating of 4.66. The list features diversity across healthcare subsectors, including biotechnology firms like Kyverna Therapeutics, Inc. ( KYTX ) and vTv Therapeutics Inc. ( VTVT ), as well as health care equipment providers such as Pulse Biosciences, Inc. ( PLSE ) and Tactile Systems Technology, Inc. ( TCMD ). Theravance Biopharma, Inc. ( TBPH ) represents the pharmaceuticals industry with a Strong Buy rating of 4.56. Here is the list: Design Therapeutics, Inc. ( DSGN ), EPS Revision: A+ Immuneering Corporation ( IMRX ), EPS Revision: A+ InnovAge Holding Corp. ( INNV ), EPS Revision: A+ KalVista Pharmaceuticals, Inc. ( KALV ), EPS Revision: A+ Kyverna Therapeutics, Inc. ( KYTX ), EPS Revision: A+ Precigen, Inc. ( PGEN ), EPS Revision: A+ Pulse Biosciences, Inc. ( PLSE ), EPS Revision: A...
Morsa Images/DigitalVision via Getty Images NewLake Capital Partners ( NLCP ) is a special-situation real estate investment trust (REIT) that sits somewhere between a high-yield bond play and a regulatory arbitrage play. It is internally managed, providing real estate capital to state-licensed cannabis operators primarily through sale-leaseback transactions. As of April 2026, it has 34 properties ...
Morsa Images/DigitalVision via Getty Images NewLake Capital Partners ( NLCP ) is a special-situation real estate investment trust (REIT) that sits somewhere between a high-yield bond play and a regulatory arbitrage play. It is internally managed, providing real estate capital to state-licensed cannabis operators primarily through sale-leaseback transactions. As of April 2026, it has 34 properties across states, including 15 cultivation facilities and 19 dispensaries. The stock currently trades over the counter on the OTCQX at around the $13 level and gives over 12% dividend yield, with an adjusted funds from operations (AFFO) per share of $2.09. Yield Trends NLCP is currently one of the highest-yielding REITs on the U.S. market—the yield is slightly inflated because the stock price trades lower due to the liquidity discount of trading only on the OTCQX. Since the IPO in 2021, NLCP has aggressively increased its payout in a step-up fashion as it scaled its property portfolio . A high yield can be a red flag if not backed by cash flows, but NLCP has a payout ratio of ~84%, which is quite healthy. Compare this to the industry bellwether Innovative Industrial ( IIPR ), which is paying out at a ratio of over 170% for a yield of ~14%, indicating that earnings aren't sufficient to cover its dividend payouts and that it has to dip into its balance sheet, mostly due to some of its key tenants —Parallel, King's Garden, and Green Peak Industries—having stopped their rental payments. While these are not unusual operational issues and can be overcome, they definitely represent a challenge for the moment. On the other hand, NLCP's numbers so far seem like a green flag indicating it has a reasonable grip on managing its properties. This doesn’t mean, however, that the yield is stable compared to REITs in general—only that it’s doing well for the cannabis sector, which commands a much stronger risk premium. This is exacerbated by the "higher-for-longer" interest rates. News of some...