Cognyte Software ( CGNT ) secured a new contract valued at ~$5M from a Tier-1 U.S. state law enforcement agency, marking a fresh customer win and strengthening its North America expansion strategy. The agency will deploy Cognyte’s tactical SIGINT solution to support mission-critical investigations and real-time field operations across its state. “This win is a strong validation of our growth strat...
Cognyte Software ( CGNT ) secured a new contract valued at ~$5M from a Tier-1 U.S. state law enforcement agency, marking a fresh customer win and strengthening its North America expansion strategy. The agency will deploy Cognyte’s tactical SIGINT solution to support mission-critical investigations and real-time field operations across its state. “This win is a strong validation of our growth strategy in North America , establishing a new Tier-1 customer and creating a pathway for potential expansions as the agency scales its intelligence capabilities,” said Elad Sharon , CEO. The stock price jumped about 15% to $9.05 per share on Wednesday during pre-market hours. More on Cognyte Software Cognyte Software Needs Better Results To Prove The AI Disruption Narrative False Cognyte Software beats bottom-line estimates; introduces FY27 outlook Cognyte Software set to report Q4 2026 earnings preview. Seeking Alpha’s Quant Rating on Cognyte Software Historical earnings data for Cognyte Software
Over the last 7 days, the United States market has dropped 2.3%, yet it has risen by 13% over the past year, with earnings forecasted to grow by 16% annually. In this context of fluctuating short-term performance and promising long-term growth prospects, stocks with high insider ownership can be particularly appealing as they often indicate confidence from those closest to the company's operations...
Over the last 7 days, the United States market has dropped 2.3%, yet it has risen by 13% over the past year, with earnings forecasted to grow by 16% annually. In this context of fluctuating short-term performance and promising long-term growth prospects, stocks with high insider ownership can be particularly appealing as they often indicate confidence from those closest to the company's operations and future potential.
罗博特科公告，全资子公司ficonTEC Service GmbH及其子公司与一家纳斯达克上市公司F及其子公司签署日常经营重大合同，累计金额约为6亿元，占公司2024年度经审计营业收入的54.23%。合同标的为适用于可插拔硅光技术路线的量产化耦合设备及服务订单。合同自双方签字或盖章之日起生效，履行预计将对公司2026年度经营业绩产生重大积极影响。
罗博特科公告，全资子公司ficonTEC Service GmbH及其子公司与一家纳斯达克上市公司F及其子公司签署日常经营重大合同，累计金额约为6亿元，占公司2024年度经审计营业收入的54.23%。合同标的为适用于可插拔硅光技术路线的量产化耦合设备及服务订单。合同自双方签字或盖章之日起生效，履行预计将对公司2026年度经营业绩产生重大积极影响。
Andrii Iemelyanenko/iStock via Getty Images Co-authored with Beyond Saving. There is a lot of noise in the market. On any given morning, you will wake up to headlines blaring about the price of oil, the dangers of private credit, AI being overpriced, AI being underpriced, the economy being weak, the economy recovering, the market rising, or the market falling. Historically, the markets have a tend...
Andrii Iemelyanenko/iStock via Getty Images Co-authored with Beyond Saving. There is a lot of noise in the market. On any given morning, you will wake up to headlines blaring about the price of oil, the dangers of private credit, AI being overpriced, AI being underpriced, the economy being weak, the economy recovering, the market rising, or the market falling. Historically, the markets have a tendency to overreact to noise. They get overly enthusiastic about good things like the dot-com boom. They get overly pessimistic about dangers. Often overshooting to the upside and the downside. The noise never really goes away; it just changes. Let's take a look at some noise the markets made in prior years, just in the month of March. March 2023: Banks Are Failing! How many of you remember three years ago? SVB Financial ( SIVBQ ) failed, and pundits were on TV talking about the "contagion" that was going to spread throughout the banking sector, stoking fears of runs on banks. Many retail investors were learning for the first time that banks were sitting on billions of unrealized losses in their HTM (hold-to-maturity) portfolios. Suddenly, bears were coming out of the woodwork and pointing to these as some sort of huge systemic risk. Our immediate response to the hype against banks was to double down on buying banks, writing : Banks sold off heavily on Friday, March 10th, and BTO was down 5.6% (plus another 2% because it was ex-div). As I outlined to our subscribers, I do not see that what happened at SI and SIVB as a systematic risk throughout the banking sector. On average, banks are very strong and are in a far superior financial position than they were during the GFC. The reality is that when you are dealing with "averages," there will be some holdings that are below average. Even when a sector is strong, there will always be some outliers that will fail. We are encouraged that BTO avoided two banks that turned out to be much weaker than average. While others are dumping ...
(RTTNews) - The Middleby Corporation (MIDD), a manufacturer of commercial and residential foodservice equipment, on Wednesday announced the appointment of Brittany Cerwin as chief financial officer, effective immediately.
(RTTNews) - The Middleby Corporation (MIDD), a manufacturer of commercial and residential foodservice equipment, on Wednesday announced the appointment of Brittany Cerwin as chief financial officer, effective immediately.
One year after CoreWeave Inc. ’s tumultuous initial public offering the stock is being trounced by rival neocloud provider Nebius Group NV . The reason has nothing to do with the companies’ products or competitive outlooks. Instead, the divergence is being driven by the very 2026 concern weighing on so many technology stocks: heavy spending on artificial intelligence. “CoreWeave for some time has ...
One year after CoreWeave Inc. ’s tumultuous initial public offering the stock is being trounced by rival neocloud provider Nebius Group NV . The reason has nothing to do with the companies’ products or competitive outlooks. Instead, the divergence is being driven by the very 2026 concern weighing on so many technology stocks: heavy spending on artificial intelligence. “CoreWeave for some time has underperformed Nebius, not because of the differentiation that its business model is risky compared to Nebius, it’s just that Nebius has a pretty clean balance sheet,” said Paul Meeks , head of technology research at Freedom Capital Markets, who covers Coreweave and Nebius and has buy ratings on both. “It hasn’t gone as far as CoreWeave on the building of the infrastructure.” Both companies are neocloud providers, meaning they offer specialized high-performance computing infrastructure for AI hyperscalers such as Alphabet Inc. and Microsoft Corp. But the divergence between the stocks’ performance has been stark. “They’re wholly reliant on a few hyperscaler contracts to get investors excited,” said Felix Wang, tech sector head at Hedgeye Risk Management, who has a short rating on Coreweave. Since going public on March 27, CoreWeave shares are up more than 100% , rising from its $40 in its first day of trading to more than $80 today, although the ride has been far from smooth, with the stock down about 55% from a high of nearly $184 in June. Meanwhile, Nebius shares have risen about 350% since Coreweave’s IPO and are just 16% away from their October record. The disparity is particularly acute this month, with Nebius leaping 26% in March, while CoreWeave has gained just over 4%. For CoreWeave, it’s been a rocky first year in the market, starting with its IPO . The company had expected to raise $2.7 billion in the offering but was forced to downsize to $1.5 billion. Nvidia Corp. , which was an early investor, had to anchor the sale with an order of roughly $250 million. CoreWea...
(Bloomberg) -- One year after CoreWeave Inc.’s tumultuous initial public offering the stock is being trounced by rival neocloud provider Nebius Group NV. The reason has nothing to do with the companies’ products or competitive outlooks. Instead, the divergence is being driven by the very 2026 concern weighing on so many technology stocks: heavy spending on artificial intelligence.“CoreWeave for so...
(Bloomberg) -- One year after CoreWeave Inc.’s tumultuous initial public offering the stock is being trounced by rival neocloud provider Nebius Group NV. The reason has nothing to do with the companies’ products or competitive outlooks. Instead, the divergence is being driven by the very 2026 concern weighing on so many technology stocks: heavy spending on artificial intelligence.“CoreWeave for some time has underperformed Nebius, not because of the differentiation that its business model is ris
KB Home shares were under pressure on Wednesday after saying it’s already seeing prospective buyers deterred by the war as the Los Angeles home builder cut its full-year guidance.
KB Home shares were under pressure on Wednesday after saying it’s already seeing prospective buyers deterred by the war as the Los Angeles home builder cut its full-year guidance.
JHVEPhoto/iStock Editorial via Getty Images Medtronic ( MDT ) has cut its full-year earnings outlook, citing the recent IPO of its diabetes business, MiniMed Group ( MMED ), and the earlier-than-expected FDA approval and commercial launch of MiniMed Flex, a next-generation insulin pump, last week. In an SEC filing on Tuesday, the MedTech giant disclosed that the public listing of 10% of its holdin...
JHVEPhoto/iStock Editorial via Getty Images Medtronic ( MDT ) has cut its full-year earnings outlook, citing the recent IPO of its diabetes business, MiniMed Group ( MMED ), and the earlier-than-expected FDA approval and commercial launch of MiniMed Flex, a next-generation insulin pump, last week. In an SEC filing on Tuesday, the MedTech giant disclosed that the public listing of 10% of its holding in MiniMed ( MMED ) is expected to c reate a roughly $0.02 per share headwind to Medtronic ( MDT ) shareholders for each month of the quarter following the closure of the IPO on Mar. 9. As a result of the IPO, the company projects a total dilutive effect of $0.04 per share for Q4 fiscal 2026, ending on April 24. Additionally, the company projects a $0.08 per share impact on its Q4 FY26 results, as MiniMed ( MMED ) is set to recognize a one-time charge of $157M to account for a series of payments due to Blackstone ( BX ), which helped fund the development of MiniMed Flex. As a result of the above changes, Medtronic ( MDT ) now estimates its non-GAAP earnings per share for fiscal 2026 to reach $5.50 - $5.54 compared to $5.62 - $5.66 in its prior guidance and $5.62 in the consensus. The outlook of high single-digit EPS growth for fiscal 2027 remains unchanged. More on Medtronic plc, MiniMed Group, Inc. Medtronic: Snatch Up This Dividend Aristocrat Bargain Now Medtronic plc (MDT) Presents at Leerink Global Healthcare Conference 2026 Transcript Medtronic plc (MDT) Presents at Barclays 28th Annual Global Healthcare Conference Transcript MiniMed gets FDA clearance for MiniMed Flex, its smallest smartphone-controlled insulin pump Medtronic to buy Scientia Vascular for $550M
Ikon, Birmingham The Spanish artist’s oeuvre is full of objects that look broken but are still powering on – much as she has since she suffered a disabling stroke Crumpled and crumbling, Angela de la Cruz’s artworks are all on the verge of collapse. Her canvases are broken and folded in on themselves, her sculptures are barely assembled junk, and look as if they might turn right back into rubbish ...
Ikon, Birmingham The Spanish artist’s oeuvre is full of objects that look broken but are still powering on – much as she has since she suffered a disabling stroke Crumpled and crumbling, Angela de la Cruz’s artworks are all on the verge of collapse. Her canvases are broken and folded in on themselves, her sculptures are barely assembled junk, and look as if they might turn right back into rubbish if there’s a strong breeze. Just as you walk into this quiet, sparse show of the London-based Spanish artist’s work at Birmingham’s Ikon – her first UK solo show outside London despite being nominated for the Turner prize in 2010 and generally being one of the biggest art names in the country – there’s a black-painted canvas wrapped around an old two-legged table (which once belonged to Guardian art critic Adrian Searle ). Next to it sits a painting in thick, brown gunk – a fecal monochrome, its bottom corner snapped off but gaffer taped back on, the whole thing wedged upright. It looks and feels like a body that doesn’t work, faulty and leaky, patched up and forced back to the vertical. Continue reading...
Investors should scoop up shares of Arm Holdings after the company unveiled its first in-house central processing unit chip amid the artificial intelligence data center boom, according to Raymond James. The investment firm upgraded Arm to outperform from market perform. It also set a $166 price target on shares, suggesting 23% upside. "We upgrade Arm to Outperform following the company's announced...
Investors should scoop up shares of Arm Holdings after the company unveiled its first in-house central processing unit chip amid the artificial intelligence data center boom, according to Raymond James. The investment firm upgraded Arm to outperform from market perform. It also set a $166 price target on shares, suggesting 23% upside. "We upgrade Arm to Outperform following the company's announced business model shift to include a fabless semiconductor element," analyst Simon Leopold said Wednesday in a note. "In our assumption of coverage, we advocated for Arm to go down this path because it would yield strong operating profit, aid growth and add a new dimension to the strategy." The upgrade comes after Arm debuted Tuesday its first in-house chip , AGI CPU 一 a critical element for powering artificial intelligence inference in data centers. Shares jumped 13% in premarket trading following the announcement. Arm is jumping into the central processing unit manufacturing fray as demand for AI data centers and their underlying hardware is booming. Hyperscalers Alphabet, Microsoft, Meta and Amazon, have committed a combined nearly $700 billion in capital expenses to build new AI data centers. API CPU, which was co-developed with Meta, will also fuel agentic AI applications, in addition to supporting inference workloads. That positions the chip for adoption by a wide variety of AI research and deployment firms, according to Raymond James. "AGI CPU was designed to address the unique requirements of agentic AI and inferencing workloads, use cases including accelerator management, agentic orchestration, increased networking and data plane compute power to support the AI data centers," Raymond James' Leopold wrote. He added, "the industry-leading bandwidth allows for more effective threads of execution per rack vs x86 CPUs, and Arm claims 2x the performance of x86 CPUs in its high-end reference configuration." Meta, which has earmarked up to $135 billion on capital expenditure...
Check out the companies making the biggest moves premarket: CF Industries — The fertilizer manufacturer and distributor fell nearly 4% as reports on negotiations surrounding the U.S.-Iran war signaled the commodity's shortage could end. Fertilizer prices have soared since the closure of the Strait of Hormuz, sending shares of CF Industries up more than 27% since the start of the conflict. Arm — Th...
Check out the companies making the biggest moves premarket: CF Industries — The fertilizer manufacturer and distributor fell nearly 4% as reports on negotiations surrounding the U.S.-Iran war signaled the commodity's shortage could end. Fertilizer prices have soared since the closure of the Strait of Hormuz, sending shares of CF Industries up more than 27% since the start of the conflict. Arm — The chipmaker popped 13% after it unveiled its first in-house chip, saying it would generate $15 billion in revenue by 2031 . EchoStar — Shares jumped nearly 7% after The Information reported that SpaceX could file for an IPO as soon as this week. The satellite communications provider has about a 3% stake in the Elon Musk-led company. KB Home — The homebuilder fell more than 2% after it reported fiscal first-quarter earnings of 52 cents per share, coming below the 55 cents per share analysts polled by LSEG had anticipated. The company's $1.08 billion revenue also fell below the consensus estimate of $1.10 billion. Additionally, KB Home forecast current-quarter housing revenue and deliveries that missed StreetAccount estimates. Braze — The cloud-based software company surged nearly 22% after it reported fourth-quarter revenue of $205.2 million, while analysts polled by FactSet had expected $198.2 million. Braze also called for current quarter revenue that exceeded the Street's estimate. However, its fourth-quarter adjusted earnings of 10 cents per share came in below the consensus expectation of 14 cents per share. Terns Pharmaceuticals — Shares gained more than 5% after Merck agreed to buy the biopharma company for $53 per share in cash, valuing the biopharma company at $6.7 billion. The deal is expected to close in the second quarter and represents a 6% premium to Terns' closing level on Tuesday.
Governments across Asia are preparing for worst-case energy scenarios that could include a prolonged and severe disruption to supplies, even as the US draws up a plan to end the war in Iran. South Korea shifted into crisis mode on Wednesday, setting up an emergency economic task force to urgently prepare for adverse scenarios. The Philippines declared a national emergency , citing an “imminent dan...
Governments across Asia are preparing for worst-case energy scenarios that could include a prolonged and severe disruption to supplies, even as the US draws up a plan to end the war in Iran. South Korea shifted into crisis mode on Wednesday, setting up an emergency economic task force to urgently prepare for adverse scenarios. The Philippines declared a national emergency , citing an “imminent danger of a critically low energy supply.” Japan is reviewing its entire supply chain of petroleum-related products as the likelihood builds of shortages and knock-on effects across the economy, while India’s Prime Minister Narendra Modi warned the war could cause unprecedented challenges for the nation. In under a month since the Middle East conflict began, nations have shifted into emergency footing, highlighting the Strait of Hormuz’s importance to global energy flows. About a quarter of the world’s seaborne oil trade and a host of other commodities pass through the 100-mile-long waterway, much of it bound for Asia. Iran sits above the strait and has effectively closed it to all but approved vessels. The growing alarm in Asia contrasts with cautious optimism in financial markets as US President Donald Trump seeks talks with Iran to end the war. Equities rallied and oil fell on Wednesday. That did little to assuage concerns in Asia, where many countries source the bulk of their oil from the Middle East and reserves are beginning to run down. “Right now, the closure of the Strait of Hormuz is, in a sense, an Asian crisis,” Singapore’s Foreign Minister Vivian Balakrishnan said on Monday. “The vulnerability is known, but it has never been tested to the extreme that it is being tested today.” The shortage is already being keenly felt across Asia, with work weeks cut short, street lights switched off and gas stations forced to close. In Pakistan, cricket fans have even been told to stay home and watch the games on television to conserve fuel. The country is also planning to impos...