JHVEPhoto/iStock Editorial via Getty Images One company that has had exceptional performance in the time that I have been bullish about it is aluminum producer Alcoa Corporation ( AA ). Back in July of 2024, I wrote a bullish article about the company. My opinion at the time was that the efforts that management was employing aimed at boosting profitability, on top of certain acquisitions and underlying fundamental performance, justified market-beating upside. Since reaffirming it in that article as a 'buy' candidate, the stock has appreciated by 72.7%. That dwarfs the 16.9% increase that the S&P 500 saw over the same window of time. But that's nothing. Since I originally turned bullish on it in February of that same year, the stock has risen 162.8%. The market, meanwhile, is up only 28.7%. This year alone, shares of the business are up 24.8%. While in prior years the company was carried by strong fundamental performance, a lot of the recent upside can be attributed to geopolitical issues. So what we have here are two stories baked into one. You have a company that has demonstrated, over the last few years, fantastic operational performance and revenue growth. Plus, now you have a geopolitical catalyst that could prove even more bullish for shareholders. As great as all of this is, however, I will say that upside potential likely is more limited than it was in the past. I won't go so far as to downgrade the stock considering the opportunities that abound. I do think that it can outperform the market for the foreseeable future, but the degree of outperformance probably won't be as extreme as what we have seen in the past. One last thing that I would like to touch on, near the end of this article, is the fact that management will soon be announcing financial results for the first quarter of the company's 2026 fiscal year. Leading up to that point, analysts actually seem a bit pessimistic, with revenue and profitability likely to decline. While that is certainly possibl...

中科环保公告，股东深圳市国科瑞华三期股权投资基金合伙企业（有限合伙）持有公司1200.01万股，占0.82%，拟自公告披露之日起3个交易日后的3个月内，通过集中竞价方式减持不超过1200.01万股，占0.82%；减持期间为2026年4月8日至2026年7月7日，股份来源为首次公开发行股票上市前持有股份，减持价格区间将根据二级市场价格确定。

DragonImages/iStock via Getty Images Insmed Overview Having been active in covering key players in the PAH space, like Liquidia ( LQDA ) and United Therapeutics ( UTHR ), I was surprised to see how long it has been since I last covered Insmed ( INSM ). My last analysis followed the FDA-approval of Brinsupri (brensocatib) in Non-Cystic Fibrosis Bronchiectasis, or NCFB. Insmed was richly valued as it was. So, although I thought Brinsupri and Arikayce were, together, worth ~$17B in NPV, there was still $13B in value to account for (INSM's market cap was $30B at this time). That's where Insmed's pipeline comes in. I briefly touched on its once-daily treprostinil palmitil inhalation powder (TPIP) in PAH/PH-ILD (I'll discuss this more within this update). Insmed was also evaluating brensocatib in other conditions, like CRSsNP and HS. Although I thought that NCFB was likely brensocatib's "lowest-hanging fruit," especially as CRSsNP and HS have far more available treatments than NCFB. Although I admitted that, outside of M&A activity, it was "challenging to see where additional upside can come from," I decided to "hold my nose" through INSM's premium valuation and maintain a "Buy." INSM has advanced another 13.5% since, compared to S&P 500 ( SPY ) "gains" of -2.4%. Data by YCharts Below, I revisit INSM. Brinsupri Brinsupri has really impressed out of the gate. In Q4 alone, Brinsupri generated $144.6M in total revenues. And management expects a whopping $1B in Brinsupri revenues in 2026. This is an exceptional drug launch. It doesn't come as a surprise to me, though. As I've pointed out in the past, NCFB is an underserved condition. And Brinsupri is effectively the first and only disease-modifying therapy. My model of Brinsupri (at least, the end result) hasn't changed much since September, but I wanted to reiterate the opportunity. I assume a 10% WACC (standard for an approved drug), 2033 Peak, 2040 LOE, 500k US Target Pop., 2.5% annual Pop. Growth (increasing dx rates and ...

JHVEPhoto/iStock Editorial via Getty Images Akamai ( AKAM ) said that the state of Montana has awarded it a new data communications contract vehicle. The company noted that the agreement streamlines how state and local agencies, as well as educational institutions, can acquire its security and cloud computing solutions. "Government agencies and schools need immediate access to industry-leading cloud and security tools without the administrative hurdles of traditional bidding," said Rob San Martin, vice president, public sector, Akamai. "We provide the essential cloud infrastructure and security architecture that both protects citizen data and helps enable government services for resilience, scalability, and performance." Akamai added that it will use its partnership with Carahsoft to fulfill orders and provide technical guidance to participating agencies. Shares of Akamai rose about 1% premarket on Wednesday. More on Akamai Akamai Technologies, Inc. (AKAM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Akamai Technologies, Inc. (AKAM) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript Akamai Technologies, Inc. (AKAM) Q4 2025 Earnings Call Transcript Akamai in focus as Raymond James ups price target Akamai buys thousands of Nvidia GPUs for cloud infrastructure

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Getty Images Good morning! Here's the latest in trending: Glimmer of hope: Iran needs guarantees as Trump signals end of war . The UAE wants Strait of Hormuz opened by force . Diverting resources: Oracle ( ORCL ) starts laying off employees to drive down costs to support its AI infrastructure buildout. Project Apex: SpaceX ( SPACE ) has lined up at least 21 banks , including Morgan Stanley ( MS ), for its upcoming mega IPO. Artemis II NASA is set to launch the first crewed mission toward the moon in over half a century on Wednesday, as the U.S. seeks to reassert its dominance in space. The mission — dubbed Artemis II — will send four astronauts on an approximately 10-day journey closer to the moon than any human has been since the Apollo 17 mission in 1972. The launch: Artemis II is set to launch from Kennedy Space Center aboard NASA's Space Launch System rocket. "The rocket is healthy, the spacecraft is ready, the crew is in position, and the weather is looking good," NASA Administrator Jared Isaacman posted on X, saying Artemis II is on schedule to launch today evening. NASA astronauts Reid Wiseman, Victor Glover and Christina Koch, along with Canadian astronaut Jeremy Hansen were selected for the mission. The astronauts won't land on the lunar surface, but will instead venture around the moon and back. They will be the first people that NASA's Space Launch System rocket and Orion spacecraft carry into space. The mission: Orion, built by NASA and Lockheed Martin ( LMT ), is currently the only spacecraft capable of crewed deep space flight and high-speed return to Earth from the vicinity of the moon. The mission's aim is to test Orion's life-support systems, propulsion, navigation and communications to confirm readiness for deep space travel. "Artemis II science operations will lay the foundation for safe and efficient human exploration of...

Su Jiangbo. Photo: Datian public security bureau U.K. authorities are moving to confiscate 85 London properties worth more than 81 million pounds ($108 million) linked to a Chinese fugitive wanted for running an illegal cross-border online gambling syndicate. The U.K. Crown Prosecution Service (CPS) recently obtained an unexplained wealth order and an interim freezing order from the High Court against an unnamed Chinese national, giving him three months to prove the funds used to buy the properties were legitimate. Caixin has learned from sources with knowledge of the matter that the suspect is Su Jiangbo, a Fujian province native sought by Chinese police.

Wall Street is buzzing about Apple's massive product wave. Here's what investors need to know before making a move.

Apple Is Getting Ready for One of Its ‘Most Lucrative Product Rollouts Ever.’ Should You Buy AAPL Stock First? barchart.com

Apple Is Getting Ready for One of Its ‘Most Lucrative Product Rollouts Ever.’ Should You Buy AAPL Stock First? Barchart.com

Welcome to India Edition, Bloomberg’s daily dive into what’s moving the worlds of business, markets and politics in this dynamic, fast-paced economy. I’m Shruti Srivastava , Bloomberg’s India Economy and Trade Reporter in New Delhi, filling in for Menaka. If you didn’t receive this directly in your inbox, you can subscribe here , and share feedback with us here . Today, I look at the upcoming first anniversary of US President Donald Trump’s famous “Liberation Day.” Plus, soaring jet fuel prices. One Year On April 2 last year was a turning point of sorts for India, as President Donald Trump stepped into the Rose Garden of the White House to unveil the most extensive tariff barriers the US had seen in order to “make America wealthy again.” Marking the moment as “Liberation Day,” Trump imposed reciprocal tariffs on dozens of nations including India, reshaping not only the global trade order, but also prompting Indian exporters to rethink their exposure to and reliance on their largest market. After almost a year of negotiations, India finally secured a trade deal with the US in February this year. Under the deal, Trump lowered tariffs to 18% — from 50% since last summer — for India, while in return, the South Asian nation agreed to buy $500 billion of American products and eliminate trade barriers on US goods, including agriculture, manufactured items, chemicals and medical devices. India was one of the last major economies to sign a trade deal with the US despite being one of the first nations to start trade talks with that country and Prime Minister Narendra Modi being among the first leaders to meet Trump after he took over the Oval office. The Modi government had initially offered significant concessions to the US, including on bourbon whiskey and high-end motorcycles made by Harley-Davidson, satisfying a longtime grievance of the US president. However, bilateral relations soured over India disputing Trump’s version of the South Asian nation’s ceasefire with Pakist...

Achieved positive adjusted EBITDA in Q4 2025 and near break-even $(0.29) million for the full year Advancements across business units, R&D, and clinical development to support scale and international growth

MIAMI, April 01, 2026 (GLOBE NEWSWIRE) -- RenX Enterprises Corp. (NASDAQ: RENX) today announced financial results for the fiscal year ended December 31, 2025.

Introduction I have spent more than a year making the case that we’re in a new investment regime. That’s an important part of my research, as I believe what worked over the past 10-ish years may not be what works going forward. That’s why I wrote articles like “Forget FANG - I’m Betting On ‘TOLL’ Stocks Instead.” Without reiterating that story again, it was about my preference for companies that are built on hard assets (tough to disrupt by AI), have competitive advantages, low incremental capital intensity, and long-duration cash flows. One reason I put so much emphasis on these Big Picture developments is that I believe that if I get this even remotely right, I’m investing in the right area for at least a decade. That would be great for alpha. I also believe that in a changing environment with valuation challenges, we may be forced to make some changes to avoid falling for a bull trap. However, that doesn’t mean I’m going to give you the same TOLL lecture over and over again. While the core underlying concept will be brought up a lot, there’s a lot more to it, especially when it comes to ways to find the best investments. And that applies to both income-focused and growth investors. That’s the beauty of it. Today, I’ll discuss a core concept I have been working on for long-term capital deployment and provide some great picks (more food for thought) that fit this vision. So, let’s get to it! The Abundance Vs. Scarcity Investment I’m not a fan of software, as I have often said. While I’m not really looking to tell you all of that again, I kind of have to, as it’s such a great example of my thesis. As most of you may know, software was one of the drivers behind the successful tech trade over the past decade. That’s because the market was basically monetizing abundance, fully supported by global zero-interest-rate policies and secular growth from cloud computing (among other factors). Especially American companies had figured out how to monetize these tools and produc...

If you had invested in Meta Platforms ' (NASDAQ: META) IPO and held onto its shares since, you would have earned outstanding, market-beating returns along the way. However, with the stock worth $1.4 trillion (as of writing), does it still have enough growth fuel to perform well over the long run? Let's find out whether investing in Meta Platforms today could set you up for life. Image source: Getty Images. Meta Platforms boasts a library of websites and apps, which includes Facebook, Messenger, WhatsApp, and Instagram. It is the leading player in the social media landscape with 3.58 billion daily active users as of the end of 2025. Meta Platforms' scale grants it a powerful moat from multiple sources, including the network effect. It has also made the company one of the dominant forces in digital advertising, where it generates most of its revenue. Over the years, Meta Platforms has improved engagement on its apps, notably by launching new interactive features and, more recently, thanks to artificial intelligence (AI)-powered algorithms. Continue reading

Amazon.com and Cathie Wood's ARK Invest were among the backers for OpenAI's $122 billion funding round.

理想汽車3月交付41053輛 結構性隱憂開始顯性化 Moomoo

阿斯麦美股盘前涨超2%，现报1347.292美元。

NVDA Stock Forecast: Why Nvidia Is Building Stakes in Chip Makers tipranks.com

NVDA Stock Forecast: Why Nvidia Is Building Stakes in Chip Makers TipRanks

Keurig Dr Pepper Inc. tapped Rafael Oliveira , chief executive officer of recently acquired JDE Peet’s NV , to lead its new coffee company once the integration of the Dutch firm and split into two entities is complete. Oliveira has been with JDE Peet’s since November 2024. Keurig had previously named Sudhanshu Priyadarshi , at the time its chief financial officer, to lead the coffee company but changed course in October amid investor skepticism over the amount of debt it plans to take on to acquire JDE Peet’s. Keurig said last August it planned to acquire JDE Peet’s and then divide the combined company into two separate entities: a beverage company led by current Keurig CEO Tim Cofer that would house its fast-growing Dr Pepper soda, among others, and a coffee company. It hopes to be ready for the split by the end of the year, according to a statement Wednesday. “Having launched a brand-led strategy at JDE Peet’s that is already delivering tangible results, Rafa is uniquely positioned to set the direction for Global Coffee Co.,” Cofer said. Oliveira previously spent a decade at Kraft Heinz Co. Keurig has twice raised additional capital to reduce its debt levels and win over investors. Priyadarshi was replaced by Anthony DiSilvestro as CFO.

格隆汇4月1日｜欧洲地中海地震中心：秘鲁北部地区发生6.2级地震。

格隆汇4月1日｜航发动力公告，2025年营业收入463.31亿元，同比减少3.23%；净利润6.34亿元，同比减少26.27%。公司2025年度拟向全体股东每10股派0.72元（含税），总计1.92亿元。

格隆汇4月1日｜法国国防部长助理：北约是一个关乎欧洲-大西洋地区安全的军事联盟，而非用于在霍尔木兹海峡开展不尊重国际法的行动。

海默科技公告，持股5%以上股东窦剑文持有公司3866.45万股，占7.61%，计划自公告披露之日起15个交易日后的3个月内，拟以集中竞价和大宗交易方式减持不超过966.61万股，不超过1.90%；其中集中竞价不超508.39万股，占1.00%，大宗交易不超458.22万股，占0.90%；减持股份来源为首次公开发行后以资本公积转增股本获得及此前通过集中竞价、大宗交易方式取得的股份，减持价格将依据市场价格确定。

PFG Private Wealth Management LLC Takes $643,000 Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM MarketBeat

PFG Private Wealth Management LLC Takes $643,000 Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM marketbeat.com

Tesla is slated to report first-quarter delivery figures on Thursday. Shares of the electric-vehicle maker were up 1.4% at $376.76 in premarket trading Wednesday, while and futures were both up about 0.5%. Wall Street is expecting about 366,000 vehicles sold in the first quarter, up from 337,000 a year ago.

aprott/iStock via Getty Images Novo Nordisk’s ( NVO ) GLP-1 drug Wegovy (semaglutide) will reach a larger base of patients in the UK with new recommendations from the National Institute for Health and Care Excellence. NICE has recommended the injectable drug to over 1M people to prevent stroke and heart attack, particularly those who have an elevated risk or circulation issues in the leg, and overweight patients. The medication, popular for weight loss, will be offered above current drugs being offered to the patient population, including statins. NICE noted that clinical trial data showed Wegovy was linked to a lower risk of heart attack, stroke or cardiovascular death, and the benefit was seen even before significant weight loss occured. The new recommendations cover adults who previously suffered a heart attack or stroke, or have peripheral arterial disease or a body mass index of at least 27. “Around 1.2 million people could use semaglutide to help protect them against having further heart attacks or strokes as the medicine is made available for this condition,” the statement added. “We know that people who have already had a heart attack or stroke are living with real fear that it could happen again. Today's decision gives thousands of people in that situation an extra layer of protection, on top of the medicines they are already taking,” NICE said in its statement on 1 April. More on Novo Nordisk A/S Novo Nordisk: Why I Still Find It An Interesting Opportunity Novo Nordisk: A Comeback Story In The World's Fastest-Growing Drug Market Novo Nordisk A/S (NOVO:CA) Shareholder/Analyst Call Transcript Novo’s China obesity drug posts positive mid-stage trial results Novo Nordisk board proposes DKK 7.95 final dividend for 2025, initiates DKK 15B buyback