Tripo AI today announced $50 million in new funding alongside a new generation of 3D model architectures designed to generate production-ready assets directly within native three-dimensional space.
Tripo AI today announced $50 million in new funding alongside a new generation of 3D model architectures designed to generate production-ready assets directly within native three-dimensional space.
deepblue4you/iStock Unreleased via Getty Images In September, I initiated coverage for Mercedes-Benz Group ( MBGAF ) with a hold rating. The stock has lost 2.6% of its value since I initiated coverage underperforming the S&P 500’s gain. However, we note that prior to the war the stock has performed better than expected setting a 52-week high of $72.81 marking a 19% increase to the stock price. So,...
deepblue4you/iStock Unreleased via Getty Images In September, I initiated coverage for Mercedes-Benz Group ( MBGAF ) with a hold rating. The stock has lost 2.6% of its value since I initiated coverage underperforming the S&P 500’s gain. However, we note that prior to the war the stock has performed better than expected setting a 52-week high of $72.81 marking a 19% increase to the stock price. So, while the stock price has been more or less in line with what I expect from a hold rating the performance prior to the war was strong enough for me to carefully review my rating and price targets. Opportunities And Risks For Mercedes-Benz Group The new Mercedes-Benz S-Class. (Mercedes-Benz Group) The current situation in the Middle East is a reason for concern for car makers. A reduction in economic growth may result in sales being lower than previously forecast and given that car makers are highly operationally leveraged, a lower than anticipated sales total has an amplified impact on EBITDA and free cash flow. Mercedes-Benz has some resilience as a manufacturer of luxury cars, but it is definitely not immune. Furthermore, we note that Mercedes-Benz has design trends on interior design that largely follow the trend seen within the industry and those trends are not favored by their usual customer base. The S-Class is an example of that. The S-Class is Mercedes’ flagship luxury and technology leader car positioned in between the ultra-luxury Maybach S-Class and the executive/upper-mid luxury E-Class. The S-Class generally is higher quality with attention for luxury design on the interior. However, on the new S-Class launched earlier this year the interior design is looking more and more like any other car in the sense that more and more screens are part of the interior design. It is something that Mercedes-Benz customers have not been a big fan of at all. Furthermore, we note that technology trickles down faster to the E-Class and exterior lights on the S-Class look a lot l...
Energy Fuels Inc. produced a so-called heavy rare earth element for the first time at its plant in Utah, advancing efforts to build a domestic supply of critical minerals used in electronics and defense technology. The US company said Wednesday it successfully recovered its first kilogram of terbium oxide at the White Mesa Mill as part of a pilot project to scale production at the facility, which ...
Energy Fuels Inc. produced a so-called heavy rare earth element for the first time at its plant in Utah, advancing efforts to build a domestic supply of critical minerals used in electronics and defense technology. The US company said Wednesday it successfully recovered its first kilogram of terbium oxide at the White Mesa Mill as part of a pilot project to scale production at the facility, which predominantly processes uranium. Shares of Energy Fuels gained 4.5% in premarket trading. Terbium — a heavy rare earth element — is essential to building magnets that support consumer electronics, cars and military-grade weaponry. Heavy rare earths are less abundant and typically more valuable than “light” elements such as neodymium-praseodymium. Mining companies like Energy Fuels are pushing to scale production of these metals through facilities in the US as part of the Trump administration ’s effort to create a supply chain that circumvents China . Energy Fuels, which is also the largest uranium producer in the US, recently said it had also produced nearly 30 kilograms of dysprosium, another heavy rare earth element, at the Utah mill. The company aims to expand commercial production of rare earth metals as early as 2027.
KE ZHUANG Brookfield Asset Management ( BAM ) ( BEP ) ( BN ) and Caisse de Depot et Placement du Quebec said Wednesday they agreed to acquire Canadian renewable energy firm Boralex ( BRLXF ) for C$37.25/share in cash, or ~C$9B (US$6.5B) including debt. The share price represents a ~32% premium to Boralex's ( BRLXF ) closing price on March 20, the last full day of trading before reports of a strate...
KE ZHUANG Brookfield Asset Management ( BAM ) ( BEP ) ( BN ) and Caisse de Depot et Placement du Quebec said Wednesday they agreed to acquire Canadian renewable energy firm Boralex ( BRLXF ) for C$37.25/share in cash, or ~C$9B (US$6.5B) including debt. The share price represents a ~32% premium to Boralex's ( BRLXF ) closing price on March 20, the last full day of trading before reports of a strategic review at the company. La Caisse, Boralex's ( BRLXF ) current largest shareholder with ~15% of outstanding common shares, has agreed to invest in the resulting private company, resulting in a pro forma ownership of 30%, and has entered into a voting and support agreement with Brookfield ( BAM ) ( BEP ) ( BN ). A year ago, La Caisse agreed to take private Boralex's ( BRLXF ) biggest local rival, Innergex Renewable Energy, in a deal worth ~C$10B (US$7.3B) including debt. Brookfield ( BAM ) ( BEP ) ( BN ) has been investing in clean energy in recent years, including deals for companies such as French renewables developer Neoen. More on Brookfield Asset Management Brookfield Asset Management: Buy This Compounding Dividend Machine Now Brookfield Asset Management: Ramp Up Your Dividend Growth Brookfield Asset Management: A High-Quality Dividend Growth Machine
baileystock/iStock Editorial via Getty Images Investment Thesis Through sheer ambition and relentless drive, Elon Musk and his firm Tesla, Inc. ( TSLA ) have pioneered the EV market. The initial goal of Tesla was to design and produce vehicles that would be less reliant on the burning of fossil fuel, which would in the long term sustain the transportation industry while also alleviating climate ch...
baileystock/iStock Editorial via Getty Images Investment Thesis Through sheer ambition and relentless drive, Elon Musk and his firm Tesla, Inc. ( TSLA ) have pioneered the EV market. The initial goal of Tesla was to design and produce vehicles that would be less reliant on the burning of fossil fuel, which would in the long term sustain the transportation industry while also alleviating climate change. This mission was loved by people who were pro clean energy technology, as it promised a future that would both preserve nature and innovation. ESG became a major investment category during the 2010s-2018s as governments were setting up policies that would foster more innovation in the clean energy space. Part of the policies that were set up was the tax credit, which made the purchase of EVs more affordable. Tesla was the first company to show that it's possible to produce EVs at a massive scale; bolstering investors' optimism was the introduction of tax credits that made it possible for more consumers to purchase these cars. This created a strong bull case for the stock, and in recent years, it was one of the most outperforming names within the S&P 500, making the list as one of the stocks in the Magnificent 7 bucket. This magnitude of success has of course led to more competitors entering the space to take the share piece of the pie. One of the competitors is BYD ( BYDDF ), a Chinese EV manufacturer that recently surpassed Tesla in EV sales. Instead of Tesla putting more effort into maintaining its strong dominance in this space, the firm is investing dollars in markets that are saturated, well-funded, and have no viable business model. As management remains distracted by these shiny objects (namely, humanoid robots and AI chips), they are losing market share and are failing to deliver on their mission to make all vehicles electric-powered. I'm rating Tesla a strong sell. EVs still make up less than 25% of total car sales, and the need for energy independence (due t...
baileystock/iStock Editorial via Getty Images Investment Thesis Through sheer ambition and relentless drive, Elon Musk and his firm Tesla, Inc. ( TSLA ) have pioneered the EV market. The initial goal of Tesla was to design and produce vehicles that would be less reliant on the burning of fossil fuel, which would in the long term sustain the transportation industry while also alleviating climate ch...
baileystock/iStock Editorial via Getty Images Investment Thesis Through sheer ambition and relentless drive, Elon Musk and his firm Tesla, Inc. ( TSLA ) have pioneered the EV market. The initial goal of Tesla was to design and produce vehicles that would be less reliant on the burning of fossil fuel, which would in the long term sustain the transportation industry while also alleviating climate change. This mission was loved by people who were pro clean energy technology, as it promised a future that would both preserve nature and innovation. ESG became a major investment category during the 2010s-2018s as governments were setting up policies that would foster more innovation in the clean energy space. Part of the policies that were set up was the tax credit, which made the purchase of EVs more affordable. Tesla was the first company to show that it's possible to produce EVs at a massive scale; bolstering investors' optimism was the introduction of tax credits that made it possible for more consumers to purchase these cars. This created a strong bull case for the stock, and in recent years, it was one of the most outperforming names within the S&P 500, making the list as one of the stocks in the Magnificent 7 bucket. This magnitude of success has of course led to more competitors entering the space to take the share piece of the pie. One of the competitors is BYD ( BYDDF ), a Chinese EV manufacturer that recently surpassed Tesla in EV sales. Instead of Tesla putting more effort into maintaining its strong dominance in this space, the firm is investing dollars in markets that are saturated, well-funded, and have no viable business model. As management remains distracted by these shiny objects (namely, humanoid robots and AI chips), they are losing market share and are failing to deliver on their mission to make all vehicles electric-powered. I'm rating Tesla a strong sell. EVs still make up less than 25% of total car sales, and the need for energy independence (due t...
Amprius Technologies ( AMPX ) announced on Wednesday it has secured a purchase order totaling $21M for its SiCore cylindrical cells from a new premier electric mobility customer in China . Amprius cells were chosen for the company’s suite of light electric vehicles, including scooters, three-wheelers, and motorcycles. Amprius’ SiCore cells deliver high-energy density and long cycle life for electr...
Amprius Technologies ( AMPX ) announced on Wednesday it has secured a purchase order totaling $21M for its SiCore cylindrical cells from a new premier electric mobility customer in China . Amprius cells were chosen for the company’s suite of light electric vehicles, including scooters, three-wheelers, and motorcycles. Amprius’ SiCore cells deliver high-energy density and long cycle life for electric mobility applications. The 30 Ah-capacity cells increase energy density by up to 100% compared to conventional graphite-anode cells. Cycle life is rated at more than 2,000 cycles, the company said. AMPX +2.53% premarket to $18.21. Source: Press Release More on Amprius Technologies Amprius Has A Two-Year Window To Become The Incumbent NDAA-Compliant Drone Battery Maker Amprius targets $125M revenue in 2026 while expanding NDAA-compliant battery supply chain Seeking Alpha’s Quant Rating on Amprius Technologies
My top 10 things to watch Wednesday, March 25 1. We're looking at a stronger open on Wall Street this morning, as oil prices are sliding on hopes of a truce between the U.S. and Iran. U.S. benchmark WTI crude is back below $90 a barrel. That's the whole ballgame right now. Even as Iran denies interest in a ceasefire , if oil prices are falling, then it's hard to be negative about stocks. 2. Arm is...
My top 10 things to watch Wednesday, March 25 1. We're looking at a stronger open on Wall Street this morning, as oil prices are sliding on hopes of a truce between the U.S. and Iran. U.S. benchmark WTI crude is back below $90 a barrel. That's the whole ballgame right now. Even as Iran denies interest in a ceasefire , if oil prices are falling, then it's hard to be negative about stocks. 2. Arm is seeing incredible demand for its first in-house chip, known as the AGI CPU. Billed as a chip for AI agents. Arm is now designing the processor itself, not just licensing its instruction sets to other customers. Raymond James upgraded the stock to buy from hold. Citi analysts said its forecast of $15 billion in revenue by 2031 exceeds all expectations. Shares are up 12% this morning. In sync with Nvidia's GPUs. 3. OpenAI has raised an additional $10 billion from investors, bringing its total haul in this record fundraising round to north of $120 billion, CFO Sarah Friar told me on "Mad Money" last night. The ChatGPT creator secured institutional money from the likes of Andreessen Horowitz, D.E. Shaw Ventures, MGX. Notably, longtime partner Microsoft is also part of this $10 billion tranche. 4. Friar didn't offer a clear timeline when I asked her about plans for a potential IPO, but she acknowledged OpenAI is "starting to build that outcome." She said her goal is making sure the startup is ready for public markets. Shutting down video generator Sora may be part of that. Sticking with blockbuster IPOs: Elon Musk's SpaceX may file its prospectus with the SEC later this week or next, The Information reported . 5. UBS cut Microsoft's price target to $510 from $600, citing investor concerns around its software business. Yesterday, we got two pieces of bullish research on Microsoft (from Bank of America and Citi) and yet the frustrating stock failed to rally, falling 2.7%. Too many worries about Copilot. I worry that OpenAI is a huge part of Microsoft's Azure numbers and that the ...
Anna Moneymaker Meta Platforms ( META ) is launching "Meta Small Business," a new company-wide priority to support entrepreneurship and drive AI adoption, according to a report by Axios on Wednesday. The report said chief executive Mark Zuckerberg has asked product managers, designers, engineers, and other employees to reach out if they want to work on the initiative. "In the AI era, it should be ...
Anna Moneymaker Meta Platforms ( META ) is launching "Meta Small Business," a new company-wide priority to support entrepreneurship and drive AI adoption, according to a report by Axios on Wednesday. The report said chief executive Mark Zuckerberg has asked product managers, designers, engineers, and other employees to reach out if they want to work on the initiative. "In the AI era, it should be easier than ever for people to build new businesses," Zuckerberg reportedly said in an internal post that was seen by Axios . "We want to build the services that enable this. This is important for ensuring that people broadly share in the prosperity created by superintelligence." Meta Small Business will be led by three of the company's most senior executives, including Meta President and Vice Chairman Dina Powell McCormick and head of product Naomi Gleit, the report said. More on Meta Meta Platforms: The AI Spending Spree Is Out Of Control Meta Platforms: 16x Adjusted FY2026 P/E Is A Solid Buy Delays, Compute Deals, And Sky-High CapEx: Why I'm Still Bullish On Meta Meta promises hefty payout to top brass if market cap hits $9T by 2031 China restricts Manus co-founders from leaving amid review of Meta Platforms deal, FT reports
Next Technology ( NXTT ) will issue 71.38M common shares at $1.10 each and pre-funded warrants for another 71.38M shares at $1.099. The combined offering is expected to raise ~$157M in gross proceeds. The deal involves participation from twenty investors under a registered direct offering structure. The transaction is expected to close around March 26, 2026. NXTT shares up 14% premarket. More on N...
Next Technology ( NXTT ) will issue 71.38M common shares at $1.10 each and pre-funded warrants for another 71.38M shares at $1.099. The combined offering is expected to raise ~$157M in gross proceeds. The deal involves participation from twenty investors under a registered direct offering structure. The transaction is expected to close around March 26, 2026. NXTT shares up 14% premarket. More on Next Technology Holding Financial information for Next Technology Holding
With the 10-year Treasury yield sitting at 4.34%, income investors face a genuine choice between risk-free government bonds and dividend-paying equities. For those willing to look beyond U.S. borders, international dividend ETFs have quietly delivered competitive returns over the past year while offering geographic diversification that purely domestic funds cannot. The four funds below cover ... 4...
With the 10-year Treasury yield sitting at 4.34%, income investors face a genuine choice between risk-free government bonds and dividend-paying equities. For those willing to look beyond U.S. borders, international dividend ETFs have quietly delivered competitive returns over the past year while offering geographic diversification that purely domestic funds cannot. The four funds below cover ... 4 High-Yield International ETFs Beating the S&P 500 Over the Past Year
BalkansCat Diageo ( DEO ) is in line for a cash windfall from the sale of the Indian Premier League Royal Challengers Bengaluru cricket team, which was sold to Aditya Birla Group, Blackstone ( BX ), The Times of India Group, and Bolt Ventures for just under $1.8B. Notably, Diageo ( DEO ) holds a controlling stake of 55.9% in team owner United Spirits Limited. The spirits company's ownership of Roy...
BalkansCat Diageo ( DEO ) is in line for a cash windfall from the sale of the Indian Premier League Royal Challengers Bengaluru cricket team, which was sold to Aditya Birla Group, Blackstone ( BX ), The Times of India Group, and Bolt Ventures for just under $1.8B. Notably, Diageo ( DEO ) holds a controlling stake of 55.9% in team owner United Spirits Limited. The spirits company's ownership of Royal Challengers Bengaluru traces back to Vijay Mallya’s original purchase of the franchise in the IPL’s inaugural 2008 auction, when the team was bought through the United Breweries group. Diageo ( DEO ) later gained control of the franchise indirectly by acquiring a controlling stake in United Spirits in 2013, then assuming full operational and management control after Mallya stepped down from United Spirits in 2016. Shares of Diageo ( DEO ) were up 1.7% in premarket trading as investors digested the cricket news. More on Diageo Diageo plc 2026 Q2 - Results - Earnings Call Presentation Diageo: Fundamentally Resilient But Limited Growth Prospects To Justify Upside Diageo: Sooner-Than-Expected Dividend Cut Fast-Tracks This Premium Leader's Recovery Constellation Brands holds top Quant rating among distillers ahead of St. Patrick’s Day Most sold large, mega-cap consumer staples amid U.S.-Iran tensions
Hong Kong’s biggest free-to-air broadcaster swung to a profit of HK$59 million (US$7.5 million) in 2025 from a loss of HK$491 a year earlier, as threefold growth in revenue from the Greater Bay Area helped shake off a streak of annual losses that began in 2018. Television Broadcasts (TVB) said in a stock exchange filing on Wednesday that 2025 revenue fell 2 per cent from a year earlier to HK$3.19 ...
Hong Kong’s biggest free-to-air broadcaster swung to a profit of HK$59 million (US$7.5 million) in 2025 from a loss of HK$491 a year earlier, as threefold growth in revenue from the Greater Bay Area helped shake off a streak of annual losses that began in 2018. Television Broadcasts (TVB) said in a stock exchange filing on Wednesday that 2025 revenue fell 2 per cent from a year earlier to HK$3.19 billion, while it trimmed total costs, excluding depreciation and amortisation, by 4.9 per...