Modern smartphone operating systems have myriad systems in place to improve security, but none of that helps when attackers target the modem. Google's Project Zero team has shown it's possible to secure remote code execution on Pixel phone modems over the Internet, which prompted Google to reevaluate how it secures this vital, low-level system. The solution wasn't to rewrite modem software but rat...
Modern smartphone operating systems have myriad systems in place to improve security, but none of that helps when attackers target the modem. Google's Project Zero team has shown it's possible to secure remote code execution on Pixel phone modems over the Internet, which prompted Google to reevaluate how it secures this vital, low-level system. The solution wasn't to rewrite modem software but rather to shoehorn a safer Rust-based component into the Pixel 10 modem. Cellular modems are something of a black box. Your phone's baseband is its own operating system running legacy C and C++ code, which makes it an increasingly appealing attack surface. The core issue is that memory management in these systems is difficult and often leads to memory-unsafe firmware code on production devices. That can allow attackers to leverage serious vulnerabilities like buffer overflows and memory leaks to compromise devices. So that's not great—why are we still using this stuff? Part of the issue is just the inertia of embedded systems. Companies have been developing modem firmware based on 3GPP specifications for decades, so there's a lot of technical debt at this point. Modems also have to operate in real time to send and receive data effectively, and C/C++ code is fast. Read full article Comments
BlackJack3D/iStock via Getty Images AI networking is all the rage now among growth and tech investors while also offering a much-needed shelter from the hammering in the software industry ( IGV ). And within the AI connectivity story, there is one company that really stands out. And it's not just because of its spectacular returns (about 90% over the past year), but also because revenue hasn’t yet...
BlackJack3D/iStock via Getty Images AI networking is all the rage now among growth and tech investors while also offering a much-needed shelter from the hammering in the software industry ( IGV ). And within the AI connectivity story, there is one company that really stands out. And it's not just because of its spectacular returns (about 90% over the past year), but also because revenue hasn’t yet scaled in FY2025 but is expected to start taking off from 2026. I guess that's why the market is kind of giving it the benefit of the doubt, because if you look at the valuation numbers, it just didn't make a lot of sense to me. For a stock that's worth just over $1B now, you should know that revenue for 2025 came in at about $1.5M. For 2026, Wall Street has penned in about $14M, but I'm not really sure that it's enough to justify that $1B valuation now? POET valuations vs. peers (TIKR) And when we put in the numbers into the valuations for this company called POET Technologies Inc. ( POET ), I think I could argue that it's just astounding, right? Simply breathtaking. Asking me to pay more than 76x on forward revenue, which I believe investors are thinking (read: pricing) well ahead into the rest of the decade. I guess you could argue that the above valuation comparison may not fully reflect the business model differences as well as the growth phase that Poet is operating in right now. In other words, some of you may contend that POET is at the cusp of a sharp growth inflection, and therefore that necessitates the market according it a much higher valuation than the others, who are probably in a more mature phase. Sure, that may seem to be a reasonable assumption, but it is also one that requires extremely high conviction on execution to actualize this growth story, no? Poet technology platform (Poet) Okay, so what's this company all about? In very short parlance, it's an AI networking player. But, of course, such a simplistic description doesn't quite do justice to the te...
Alistair Berg A notable shift is underway in the small-cap market in 2026: profitable Russell 2000 companies are decisively outperforming their non-profitable counterparts, with profitable stocks up approximately 8% year-to-date while non-profitable names are slightly in the red, a sharp reversal from 2025, when non-profitable small caps surged +20% versus only +10% for profitable ones. This fligh...
Alistair Berg A notable shift is underway in the small-cap market in 2026: profitable Russell 2000 companies are decisively outperforming their non-profitable counterparts, with profitable stocks up approximately 8% year-to-date while non-profitable names are slightly in the red, a sharp reversal from 2025, when non-profitable small caps surged +20% versus only +10% for profitable ones. This flight to quality within the small-cap universe reflects a more discerning market environment, where investors are increasingly rewarding companies with real earnings rather than speculative growth stories. Against this backdrop, b elow is a list of small-cap stocks with top profitability ratings of A or A- that have experienced the lowest year-to-date performance. The list features companies across various sectors including Application Software, Biotechnology, and Human Resource & Employment Services. The list is led by PagerDuty, Inc. ( PD ), with a YTD performance of -56.29%. MannKind Corporation ( MNKD ) and Upwork Inc. ( UPWK ) follow, rounding out the bottom of the list despite their high profitability scores. The stocks represent a variety of sectors, with Application Software and Biotechnology featuring prominently. Blackbaud, Inc. ( BLKB ) and EverQuote, Inc. ( EVER ) also appear on this list of highly profitable small-cap stocks that have struggled recently. Here is the list: PagerDuty, Inc. ( PD ), YTD perf: -56.29%, Quant rating: 2.70 MannKind Corporation ( MNKD ), YTD perf: -54.67%, Quant rating: 1.18 Upwork Inc. ( UPWK ), YTD perf: -46.22%, Quant rating: 2.75 Blackbaud, Inc. ( BLKB ), YTD perf: -45.88%, Quant rating: 3.05 EverQuote, Inc. ( EVER ), YTD perf: -44.11%, Quant rating: 3.22 BellRing Brands, Inc. ( BRBR ), YTD perf: -43.85%, Quant rating: 1.24 MiMedx Group, Inc. ( MDXG ), YTD perf: -42.84%, Quant rating: 1.32 TriNet Group, Inc. ( TNET ), YTD perf: -41.43%, Quant rating: 1.29 Inspire Medical Systems, Inc. ( INSP ), YTD perf: -41.43%, Quant rating: 2.66 Nut...
Nokia (NYSE:NOK) , which provides network infrastructure and services, closed Monday at $10.38, up 9.67%. The stock moved higher after a Bank of America upgrade to “buy.” Investors will be watching for upcoming first-quarter earnings and AI-driven networking demand. Trading volume reached 147.9 million shares, about 178% above its three-month average of 53.2 million shares. Nokia IPO'd in 1994 and...
Nokia (NYSE:NOK) , which provides network infrastructure and services, closed Monday at $10.38, up 9.67%. The stock moved higher after a Bank of America upgrade to “buy.” Investors will be watching for upcoming first-quarter earnings and AI-driven networking demand. Trading volume reached 147.9 million shares, about 178% above its three-month average of 53.2 million shares. Nokia IPO'd in 1994 and has grown 686% since going public. The S&P 500 rose 1.01% to close at 6,886, while the Nasdaq Composite gained 1.23% to finish at 23,184. Within telecommunications equipment, industry peers Telefonaktiebolaget LM Ericsson closed at $12.03, up 1.26%, and Cisco Systems ended at $82.35, rising 0.16% as investors assessed networking demand. A Bank of America analyst upgraded Nokia’s rating from “hold” to “buy” today and set a price target of $12.40. This target implies nearly 20% upside in the stock -- even after today’s news sent shares up 10%. The analyst noted that after acquiring Infinera, Nokia and its optical systems operations are poised to thrive thanks to hyperscaler and AI demand. Continue reading
May WTI crude oil (CLK26 ) on Monday closed up +2.51 (+2.60%), and May RBOB gasoline (RBK26 ) closed up +0.0787 (+2.59%). Crude oil and gasoline prices settled sharply higher on Monday after peace talks between the US and Iran broke down over the weekend and President Trump imposed a...
May WTI crude oil (CLK26 ) on Monday closed up +2.51 (+2.60%), and May RBOB gasoline (RBK26 ) closed up +0.0787 (+2.59%). Crude oil and gasoline prices settled sharply higher on Monday after peace talks between the US and Iran broke down over the weekend and President Trump imposed a...
CoreWeave (NASDAQ:CRWV), a cloud-based GPU infrastructure provider for AI developers, closed Monday at $110.29, up 8.13%. The stock climbed after a Macquarie upgrade and higher price target. After two big announcements last week, investors are watching execution on AI infrastruct
CoreWeave (NASDAQ:CRWV), a cloud-based GPU infrastructure provider for AI developers, closed Monday at $110.29, up 8.13%. The stock climbed after a Macquarie upgrade and higher price target. After two big announcements last week, investors are watching execution on AI infrastruct
Nvidia (NVDA) denies reports from Semiaccurate that the AI chipmaker is in acquisition talks with a large PC maker, a headline that boosted shares of Intel (INTC) and Dell Technologies (DELL) in Monday's trading session.
Nvidia (NVDA) denies reports from Semiaccurate that the AI chipmaker is in acquisition talks with a large PC maker, a headline that boosted shares of Intel (INTC) and Dell Technologies (DELL) in Monday's trading session.
Former Brazilian intelligence chief Alexandre Ramagem has been detained by ICE in the United States, the agency reported on its website on Monday, after he fled Brazil in September following his conviction for plotting a coup with then-president Jair Bolsonaro. Ramagem, 53, is a former congressman and police officer who commanded Brazil’s main intelligence agency, ABIN, under Bolsonaro. He was ...
Former Brazilian intelligence chief Alexandre Ramagem has been detained by ICE in the United States, the agency reported on its website on Monday, after he fled Brazil in September following his conviction for plotting a coup with then-president Jair Bolsonaro. Ramagem, 53, is a former congressman and police officer who commanded Brazil’s main intelligence agency, ABIN, under Bolsonaro. He was sentenced to more than 16 years in prison for his role in a plot to overturn leftist leader Luiz...
BALTIMORE, April 13, 2026 (GLOBE NEWSWIRE) -- MarketWise, Inc. (NASDAQ: MKTW) is a leading multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for self-directed investors, today reported preliminary selected unaudited financial and operational updates for first quarter 2026 below. Consistent with past practice, we are providin...
BALTIMORE, April 13, 2026 (GLOBE NEWSWIRE) -- MarketWise, Inc. (NASDAQ: MKTW) is a leading multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for self-directed investors, today reported preliminary selected unaudited financial and operational updates for first quarter 2026 below. Consistent with past practice, we are providing investors with selected information in advance of issuing our first quarter 2026 earnings press release, which we expect to release on May 7, 2026.