anyaivanova/iStock via Getty Images Kymera Therapeutics Overview The last time I wrote an article on Kymera Therapeutics ( KYMR ) it was with a Seeking Alpha article entitled " Kymera: Positive Phase 1 KT-621 Study Leads To Q4 2025 AD Treatment Data ." With respect to this article, I mentioned that the company was gearing up to report results from its BroADen Phase 1b trial using oral STAT6 degrad...
anyaivanova/iStock via Getty Images Kymera Therapeutics Overview The last time I wrote an article on Kymera Therapeutics ( KYMR ) it was with a Seeking Alpha article entitled " Kymera: Positive Phase 1 KT-621 Study Leads To Q4 2025 AD Treatment Data ." With respect to this article, I mentioned that the company was gearing up to report results from its BroADen Phase 1b trial using oral STAT6 degrader KT-621 for the treatment of patients with Atopic Dermatitis [AD]. I had given this stock a "Strong Buy" at that time, and I believe that it is important to maintain this rating yet again. Why is that? There are actually several reasons and developments that lead me to do so. The first of which is that the company did indeed report positive results from the phase 1b BroADen study using KT-621 to treat these AD patients. Specifically, there was a mean 63% EASI reduction and a mean 40% peak pruritus NRS reduction for all the patients who ended up receiving either 100 mg or 200 mg of this drug and who were treated for a total of 28 days [14 days of follow-up]. Based on this positive data, there were two other new developments relating to this program, the first of which is that the company received Fast Track Designation [FTD] from the FDA for KT-621 for the treatment of patients with AD. The second of which is that it is evaluating the use of this drug in the next clinical study, which is the phase 2b BROADEN2 study targeting this group of patients. The milestone to keep an eye out for in this program would be the release of data from the BROADEN2 trial in mid-2027. This alone would be enough to maintain this "Strong Buy" rating, but what I'm about to go over below is the fact that it might have an expansion opportunity on its hands because of the mode of action of this oral STAT6 protein degrader. This would be in terms of the fact that in Q1 of 2026 it did indeed initiate a study to evaluate the use of it in the phase 2b BREADTH trial for the treatment of patients with mo...
Gladstone Capital (NASDAQ:GLAD) does not behave like a typical business development company. Where many BDC peers chase yield through aggressive leverage and equity-heavy portfolios, Gladstone Capital leans on secured debt, conservative leverage, and a lower middle market focus that has historically produced steadier returns than the headline yield alone suggests. How Gladstone Capital Generates I...
Gladstone Capital (NASDAQ:GLAD) does not behave like a typical business development company. Where many BDC peers chase yield through aggressive leverage and equity-heavy portfolios, Gladstone Capital leans on secured debt, conservative leverage, and a lower middle market focus that has historically produced steadier returns than the headline yield alone suggests. How Gladstone Capital Generates Income ... Gladstone Capital’s 10% yield comes with a hidden strength: dividend coverage that actuall
KeyBanc Capital Markets认为T-Mobile将重回一年未见的价格水平，并认为现在是入手该股的时机。 这家投资银行在周日的一份报告中将其对这家电信公司的评级从“行业权重”上调至“增持”。分析师布兰登·尼斯佩尔设定的目标价为260美元，这意味着较上周五收盘价有近33%的上涨空间。尼斯佩尔写道，有机盈利增长加速、固定无线接入和移动业务的份额增长优势以及强劲的资产负债表应会推动股价走...
KeyBanc Capital Markets认为T-Mobile将重回一年未见的价格水平，并认为现在是入手该股的时机。 这家投资银行在周日的一份报告中将其对这家电信公司的评级从“行业权重”上调至“增持”。分析师布兰登·尼斯佩尔设定的目标价为260美元，这意味着较上周五收盘价有近33%的上涨空间。尼斯佩尔写道，有机盈利增长加速、固定无线接入和移动业务的份额增长优势以及强劲的资产负债表应会推动股价走高。 “鉴于估值相对于历史水平和同行有所压缩，我们认为存在合理的下行保护，”尼斯佩尔写道。“虽然我们不否认竞争加剧（ 威瑞森 /Starlink），但我们认为这两者都不会改变T-Mobile的发展轨迹。” 尼斯佩尔补充说，他认为公司定于4月28日发布的第一季度财报将带来业绩超预期和指引上调，这可能成为该股上涨的催化剂。 责任编辑：张俊 SF065
Jonathan Kitchen/DigitalVision via Getty Images By Peter C. Earle Household costs are rising faster than mainstream inflation gauges reveal. US military adventurism is hitting Americans hard. AIER’s proprietary Everyday Price Index (EPI) vaulted 2.5 percent to 307.4 in March 2026, its second-largest monthly increase back to January 2020 (the first was an increase of 2.9 percent in March 2022). Of ...
Jonathan Kitchen/DigitalVision via Getty Images By Peter C. Earle Household costs are rising faster than mainstream inflation gauges reveal. US military adventurism is hitting Americans hard. AIER’s proprietary Everyday Price Index (EPI) vaulted 2.5 percent to 307.4 in March 2026, its second-largest monthly increase back to January 2020 (the first was an increase of 2.9 percent in March 2022). Of the 24 price categories that compose the EPI, fourteen rose, two were unchanged, and eight declined. Unsurprisingly, the largest jumps in price occurred in motor fuel, housing fuels and utilities, and food away from home. Prescription drugs, internet services, and food at home declined the most. (The juxtaposition of price changes in the food away from home versus food at home categories likely reflects the gasoline pass-through of food delivery service costs.) AIER Everyday Price Index vs. US Consumer Price Index (NSA, 1987 = 100) (Source: Bloomberg Finance, LP) The US Bureau of Labor Statistics (BLS) released Consumer Price Index (CPI) data for March 2026 on April 10, 2026. Headline inflation rose 0.9 percent over the past month, meeting survey expectations. Core inflation rose 0.2 percent, also meeting forecasts. March 2026 US CPI headline and core month-over-month (2016 – present) (Source: Bloomberg Finance, LP) Consumer prices in March showed a mixed pattern, with food prices flat overall after February’s 0.4 percent gain, as grocery prices slipped 0.2 percent even while restaurant prices continued to edge higher. Within food at home, most major categories softened, led by a 0.6 percent decline in meats, poultry, fish, and eggs — helped by a 3.4 percent drop in egg prices — while cereals, dairy, and nonalcoholic beverages also moved lower; the main exception was fruits and vegetables, which rose 1.0 percent. The dominant story, however, was energy, which surged 10.9 percent on the month, its sharpest increase since 2005, driven by a record 21.2 percent jump in gasoline...
ablokhin/iStock Editorial via Getty Images Microsoft ( MSFT ) is considering lowering the price of its Xbox Game Pass after its most recent hike has made it “too expensive” for many gamers, according to The Verge . "Short term, Game Pass has become too expensive for players, so we need a better value equation," said Asha Sharma, CEO of Microsoft Gaming, in an internal memo obtained by The Verge . ...
ablokhin/iStock Editorial via Getty Images Microsoft ( MSFT ) is considering lowering the price of its Xbox Game Pass after its most recent hike has made it “too expensive” for many gamers, according to The Verge . "Short term, Game Pass has become too expensive for players, so we need a better value equation," said Asha Sharma, CEO of Microsoft Gaming, in an internal memo obtained by The Verge . "Long term, we will evolve Game Pass into a more flexible system, which will take time to test and learn around." Sharma was named CEO of the tech giant's gaming division in February 2026. "We will recommit to our core Xbox fans and players, those who have invested with us for the past 25 years, and to the developers who build the expansive universes and experiences that are embraced by players across the world," she said at the time. "As monetization and AI evolve and influence this future, we will not chase short-term efficiency or flood our ecosystem with soulless AI slop," she added. "Games are and always will be art, crafted by humans and created with the most innovative technology provided by us." Last October, Xbox increased the price of its Ultimate Game Pass by 50% to $29.99 per month. Part of the reason for the increase was the inclusion of the Call of Duty series, one of its most popular and highest-earning game series, in the pass. Microsoft gained control of the series when it acquired Activision Blizzard for nearly $69B in 2023. The franchise has earned at least $35B since its original release in 2003. More on Microsoft Microsoft: Azure Is Booming, But OpenAI And Copilot Are Quietly Capping The Upside Microsoft: Temporary CapEx Panic Masks The Long-Term Edge Microsoft: The Selloff Looks Better Than The Story Microsoft Copilot upgrades, Azure catalysts among potential tailwinds for stock: BNP Microsoft exec says AI voice command remains work in progress: report
Nemetschek SE agreed to acquire construction management software provider Heavy Construction Systems Specialists from Thoma Bravo. HCSS will become part of the Munich-based engineering software company’s build segment, according to a statement Monday, confirming a Bloomberg News report. Thoma Bravo, which acquired HCSS in 2021, will take a 28% stake in the build segment, which also includes the br...
Nemetschek SE agreed to acquire construction management software provider Heavy Construction Systems Specialists from Thoma Bravo. HCSS will become part of the Munich-based engineering software company’s build segment, according to a statement Monday, confirming a Bloomberg News report. Thoma Bravo, which acquired HCSS in 2021, will take a 28% stake in the build segment, which also includes the brands Bluebeam and GoCanvas. “With the acquisition of HCSS, the Nemetschek Group will expand into the strongly growing and resilient infrastructure and heavy civil construction sectors,” the company said in the statement. Shares in Nemetschek have lost around 44% of their value in Frankfurt trading over the last 12 months, giving the company a market value of €6.9 billion ($8 billion). Thoma Bravo acquired HCSS in 2021. Construction software firms are among those better positioned to weather the onslaught of artificial intelligence that has hammered software company stocks globally in 2026, Bloomberg Intelligence analyst Niraj Patel said in February. They and others, such as electronic-design automation software makers and payroll developers, are protected by their proprietary data, he said.
Dave Nadig, president and director of research at ETF.com, joins Katie Greifeld and Eric Balchunas on "Bloomberg ETF IQ." Investment bankers are hitting the road to raise more than $15 billion across initial public offerings in the coming weeks, nervously eyeing market volatility as a standoff with Iran threatens a fragile ceasefire. (Source: Bloomberg)
Dave Nadig, president and director of research at ETF.com, joins Katie Greifeld and Eric Balchunas on "Bloomberg ETF IQ." Investment bankers are hitting the road to raise more than $15 billion across initial public offerings in the coming weeks, nervously eyeing market volatility as a standoff with Iran threatens a fragile ceasefire. (Source: Bloomberg)
Lean hog futures are trading with 12 to 65 cents at midday. USDA’s national base hog price was reported at $89.23 on Monday morning, down 16 cents from the day prior. The CME Lean Hog Index was back down a penny on April 9 at $90.28. Managed money was busy...
Lean hog futures are trading with 12 to 65 cents at midday. USDA’s national base hog price was reported at $89.23 on Monday morning, down 16 cents from the day prior. The CME Lean Hog Index was back down a penny on April 9 at $90.28. Managed money was busy...
Live cattle futures are mixed, with contracts 75 cents lower to 20 cents higher. Cash trade saw trade at $248-249 in the South last week with some northern action near $249-250. Feeder cattle futures are trading with 20 cent to $1.12 gains at midday. The CME Feeder Cattle Index was...
Live cattle futures are mixed, with contracts 75 cents lower to 20 cents higher. Cash trade saw trade at $248-249 in the South last week with some northern action near $249-250. Feeder cattle futures are trading with 20 cent to $1.12 gains at midday. The CME Feeder Cattle Index was...
Getty Images By Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights “It depends on the duration of the conflict.” I cannot remember ever hearing a singular phrase as often as I have this one during the ongoing conflict in Iran. I know that I’ve said it more than once. It has become a kind of shorthand explanation for the uncertainty that conflict brings to economies and ma...
Getty Images By Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights “It depends on the duration of the conflict.” I cannot remember ever hearing a singular phrase as often as I have this one during the ongoing conflict in Iran. I know that I’ve said it more than once. It has become a kind of shorthand explanation for the uncertainty that conflict brings to economies and markets. If we only knew how long this would last, then we could understand the impact on growth, inflation, policy, and markets. At the outset, many assumed that anything lasting more than a few weeks would be meaningfully negative for risk assets. Now we’re approaching six weeks. And yet, the S&P 500 Index is now nearly flat since the conflict began. 1 Credit spreads have tightened. 2 Volatility spiked early and then receded. 3 Markets did what markets often do - they appear to have absorbed the shock. 4 That reality forces a reconsideration of the original assumption. Narratives versus specifics Perhaps it wasn’t the specific duration that mattered most. Perhaps it was whether the market would ever succumb to a belief that there was no end in sight. Investors, particularly after last year’s Liberation Day whipsaw, have shown little appetite for pricing in open-ended worst-case scenarios. 5 The cost of being overly defensive too early may remain fresh in investors’ memories. In that context, markets appear to have made a judgment call. They appear to not have priced this as a conflict that spirals endlessly outward. Even talk of a ceasefire, like we got last week - sustainable or not - had been enough to lift risk sentiment. The bar for relief has been surprisingly low. The terms of any ceasefire remain unclear. Skeptics have been quick to raise issues around tolls collected by Iran at the Strait of Hormuz or the time required to rebuild damaged energy infrastructure. Initial reports suggest that Iran will demand a toll of $1 for every barrel of oil going through the Strait...