EU antitrust chief Teresa Ribera, who has voiced concerns about Big Tech extending its dominance into artificial intelligence, will meet the CEOs of Alphabet, Meta Platforms and OpenAI on Tuesday, a European Commission agenda item shows. The first-time meetings with Sundar Pichai, Mark Zuckerberg, and Sam Altman in San Francisco will take place as part of Ribera's week-long trip to the United...
EU antitrust chief Teresa Ribera, who has voiced concerns about Big Tech extending its dominance into artificial intelligence, will meet the CEOs of Alphabet, Meta Platforms and OpenAI on Tuesday, a European Commission agenda item shows. The first-time meetings with Sundar Pichai, Mark Zuckerberg, and Sam Altman in San Francisco will take place as part of Ribera's week-long trip to the United States where she is scheduled to speak at an American Bar Association conference on Friday. She will also meet Amazon CEO Andy Jassy on Wednesday.
halbergman/iStock via Getty Images In my continued search for high-quality, small-cap banks that are operating out of the spotlight, I have landed on Greene County Bancorp ( GCBC ). The company was created in 1998 as part of a first-step conversion and listed on the NASDAQ in 1999. Greene County Bancorp Mutual Holding Company still owns just over 54% of the stock, leaving about 46% for public trad...
halbergman/iStock via Getty Images In my continued search for high-quality, small-cap banks that are operating out of the spotlight, I have landed on Greene County Bancorp ( GCBC ). The company was created in 1998 as part of a first-step conversion and listed on the NASDAQ in 1999. Greene County Bancorp Mutual Holding Company still owns just over 54% of the stock, leaving about 46% for public trading. There is no Wall Street analyst coverage for GCBC, and the stock often trades with a daily volume of less than 10,000 shares . I am often able to find hidden value in companies like this as they are either too small or too far off the beaten path to be noticed by most investors. However, Greene County has recently caught the attention of at least one financial services firm, Piper Sandler. The company was named a top-performing bank in its Class of 2025 Bank and Thrift Small-Cap All Stars, an honor that recognizes top-performing small-cap banks. Greene County Bancorp has been included on this list a total of nine times since 2004, more than any other bank that was named to the list last year. The criteria for selection to this list include earnings growth, return on equity, and credit quality. My research agrees with Piper Sandler's assessment of GCBC's current operations. Based on the data presented in this analysis, I think Greene County Bancorp is a Buy. Company Overview Headquartered in Catskill, NY, Greene County Bancorp is the holding company for the Bank of Greene County and also its subsidiary Greene County Commercial Bank. Most of the company’s banking branches can be found along the Hudson River from Clifton Park, just north of Albany, to Kingston, which is about two hours north of New York City. The company offers traditional consumer and commercial banking services through the Bank of Greene County. Greene County Commercial Bank serves the financial needs of publicly entities like school districts, local governments, and fire districts. At the end of 2025, ...
Dayton Webber, 27, is accused of shooting a man in his car during an argument. He has shared his story of becoming a pro athlete after losing his arms and legs to a childhood bacterial infection. (Image credit: Kevin Sullivan)
Dayton Webber, 27, is accused of shooting a man in his car during an argument. He has shared his story of becoming a pro athlete after losing his arms and legs to a childhood bacterial infection. (Image credit: Kevin Sullivan)
Dragon Claws/iStock via Getty Images I previously covered Bristol-Myers Squibb Company ( BMY ) in December 2025, discussing why I had reiterated my Buy rating then, despite the outsized rally/overbought technical indicators and the growth headwinds arising from the patent cliffs/Medicaid deals with the US government. With the pharmaceutical giant still boasting rich cash flows and a healthier bala...
Dragon Claws/iStock via Getty Images I previously covered Bristol-Myers Squibb Company ( BMY ) in December 2025, discussing why I had reiterated my Buy rating then, despite the outsized rally/overbought technical indicators and the growth headwinds arising from the patent cliffs/Medicaid deals with the US government. With the pharmaceutical giant still boasting rich cash flows and a healthier balance sheet, I was of the opinion that contrarian investors might still add the stock upon a moderate retracement. In this article, I shall discuss why I am reiterating my Buy rating for the BMY stock after a further pullback to the 200 day moving averages, since those levels may unlock an expanded forward dividend yield of ~4.9%, nearer to its 2025 averages. My optimism is also aided by their promising portfolio renewal significantly aided by the new Opdivo delivery, the cheap valuations/rich cash flows triggering the rich/secure dividend story, and their eventual capital appreciation upon valuation re-rating closer to the sector median, upon the emergence of a blockbuster drug and/or growth in their top/bottom-line metrics. BMY's Dividend & Portfolio Renewal Investment Thesis Explained BMY 1Y Stock Price (Trading View) Since my last Buy rating, BMY has charted a further upward momentum to hit the prior March 2025 highs of $62s, before losing part of those gains to retest the prior support levels/50 day moving averages of $57s by the time of writing. After the great market rotation to value /dividend-oriented stocks, it appears their upward momentum may be waning here, as similarly observed in the ongoing correction of its pharmaceutical peers after the recent high. 1. Dividend Yield BMY's pullback has been a boon indeed, since I am of the opinion that the prior October 2025 rally through February 2026 has occurred overly fast and furious, as observed in the moderation in its forward dividend yield from the prior 5.8% levels to 4.38% by the time of writing. Global Inflation ...
Barry Ticho, chief medical officer of Stoke Therapeutics (NASDAQ:STOK) , reported the direct sale of 14,311 shares of Common Stock for a transaction value of approximately $457,000 between March 17, 2026 and March 19, 2026, as disclosed in the SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($31.92); post-transaction value based on March 19, 2026 market cl...
Barry Ticho, chief medical officer of Stoke Therapeutics (NASDAQ:STOK) , reported the direct sale of 14,311 shares of Common Stock for a transaction value of approximately $457,000 between March 17, 2026 and March 19, 2026, as disclosed in the SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($31.92); post-transaction value based on March 19, 2026 market close price. * 1-year price change calculated as of March 19, 2026. Continue reading
phleum/iStock via Getty Images London-based and US-focused exploration-stage tungsten mining company Guardian Metal Resources PLC (OTCQX: GMTLF ) debuted on the NYSE American Exchange under the ticker ( GMTL ). The IPO is expected to conclude on March 24, 2026, with gross proceeds of approximately $60 million. The price per ADS (in the IPO) declined by 21.11% to $13.50 from the earlier predicted p...
phleum/iStock via Getty Images London-based and US-focused exploration-stage tungsten mining company Guardian Metal Resources PLC (OTCQX: GMTLF ) debuted on the NYSE American Exchange under the ticker ( GMTL ). The IPO is expected to conclude on March 24, 2026, with gross proceeds of approximately $60 million. The price per ADS (in the IPO) declined by 21.11% to $13.50 from the earlier predicted price of $16.35 per ADS. Since each GMTL ADS represents approximately 5 ordinary shares, it means that the price per share stands at $2.7 (a difference of about 8.4% from that of GMTLF, which sits at $2.51 as of this writing). I will discuss why I am rating GMTLF as a buy despite being a pre-revenue company, with the view that the working capital boost from the up-listing will provide strategic operational support in 2026. The stock is also undervalued, as will be seen in this analysis. Shares of GMTLF are up 445.65% (YoY) and +105.74% (in the past 6 months). Of special interest is that the price of tungsten has been surging into 2026, driven by a demand surge from mining companies. Mining Magazine The picture above shows that the price of tungsten recently crossed $2,300 per metric ton unit after doubling at the beginning of 2026. In a report by Bloomberg, tungsten supplies are facing a squeeze as Western governments rush to lower their reliance on China, with the US seeking to develop its own tungsten mine. Due to its strategic importance in the manufacture of drilling machines and “armor-piercing weaponry,” the report expects the market value of tungsten to reach $16 billion by the end of 2026. Additionally, research also shows a growing demand for tungsten to be used as “plasma phasing components in nuclear fusion reactors.” Among the qualities that make it ideal for nuclear reactors include: “high strength, thermal conductivity, and resistance to plasma radiation.” The nuclear fusion industry (which is expected to increase its use of tungsten in the coming years) is ant...
Alejandro M Sanchez, Director of Popular, Inc. (NASDAQ:BPOP) , reported the sale of 1,451 shares of common stock in an open-market transaction on Feb. 26, 2026, as disclosed in the SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($140.85); post-transaction value based on Feb. 26, 2026 market close ($142.51). 1-year performance calculated using Feb. 26, 202...
Alejandro M Sanchez, Director of Popular, Inc. (NASDAQ:BPOP) , reported the sale of 1,451 shares of common stock in an open-market transaction on Feb. 26, 2026, as disclosed in the SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($140.85); post-transaction value based on Feb. 26, 2026 market close ($142.51). 1-year performance calculated using Feb. 26, 2026 as the reference date. Continue reading
J Studios/DigitalVision via Getty Images In November of last year, I wrote an article titled " Ares Capital Vs. Blue Owl Capital: Which 10%+ Yield Is The Better Buy For Income Investors? " In it, I detailed the macro forces driving down top BDC share prices and dove deep into each company's portfolio ( ARCC , OBDC ) to determine overall dividend sustainability and yield. Ultimately, I rated shares...
J Studios/DigitalVision via Getty Images In November of last year, I wrote an article titled " Ares Capital Vs. Blue Owl Capital: Which 10%+ Yield Is The Better Buy For Income Investors? " In it, I detailed the macro forces driving down top BDC share prices and dove deep into each company's portfolio ( ARCC , OBDC ) to determine overall dividend sustainability and yield. Ultimately, I rated shares of both stocks a 'Buy', although I did highlight that I slightly preferred OBDC's larger discount to NAV and higher yield, even if it came with more risk. Fast forward to the present, and the pressure on business development companies has only intensified. As wider market concerns around private credit - and especially software lending - have surfaced, shares of the overarching asset managers like Ares ( ARES ) and Blue Owl ( OWL ) have collapsed. Recently, I talked about how these fund manager businesses (which manage ARCC and OBDC) look like a Strong Buy . This is a view that has faced significant pushback . But what about the underlying loan portfolios? Clearly, the market is marking these loans down, with OBDC trading at a 24% discount to NAV and ARCC trading at a ~9% discount. Where do they really belong? As such, I thought it would be a good time to revisit the topic of my earlier article. When it comes to top BDCs, are OBDC and ARCC a buy, hold, or sell? Will these firms have to cut their dividends, or is the market making a big fuss over nothing? Today, I'll examine both of these companies closely and give my take on whether OBDC and ARCC are a solid place to allocate capital at the moment. Sound good? Let's dive in. Q4 2025 First, let's take a look at each business and their underlying financials. In case you've never invested in BDCs before, companies like ARCC and OBDC are essentially big pools of capital - funded by a combination of debt and equity - that managers will loan out to domestic businesses at floating interest rates. On the whole, Private credit larg...
hocus-focus Apple's ( AAPL ) services offerings—made up of products like iCloud, Apple TV, Apple Music, and more—are seeing continued increases and monetization, Evercore ISI said. In surveying roughly 3,500 smartphone users, the average monthly spend of a user has increased to around $13, up from the three-year average of roughly $9, “driven by broader application adoption and mix shift toward hi...
hocus-focus Apple's ( AAPL ) services offerings—made up of products like iCloud, Apple TV, Apple Music, and more—are seeing continued increases and monetization, Evercore ISI said. In surveying roughly 3,500 smartphone users, the average monthly spend of a user has increased to around $13, up from the three-year average of roughly $9, “driven by broader application adoption and mix shift toward higher-value offerings,” analyst Amit Daryanani said. Daryanani has an Outperform rating and a $330 price target on Apple. Delving deeper, the survey indicated that roughly 63% of respondents now have AppleCare or Apple One, up from the three-year average of 44%. Apple Pay usage has increased as well, as roughly 40% of respondents said they use it, compared to roughly 30% for the three-year average. Other services also saw increases when compared to the three-year average, including iCloud (only 15% have no usage, down from the three-year average of 24%, while 28% say they now have 2 TB worth of storage, up from roughly 11%); Apple Music (roughly 61% compared to approximately 44%); and Apple TV, which roughly 54% of respondents said they used, compared to the three-year average of about 34%. Additionally, Apple TV (formerly known as Apple TV+) is now the second most watched streaming service in the survey, surpassing Amazon ( AMZN ) Prime Video, Daryanani said. Aside from Apple's paid services, the survey indicated that Apple Intelligence is seeing some traction, though it was described as “muted.” “Upgrade intent remained muted, with ~44% of users indicating willingness to upgrade for AI features, a ~2pt decline from our prior survey,” Daryanani added. “We think users are underappreciating the potential of Apple Intelligence 2.0 and 'AI Siri,' particularly as new capabilities are rolled out later this year, which will include Gemini model integration. Importantly, we see early signs of monetization, with underlying demand for premium features, as ~61% of respondents indicate...
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Tuesday 's key moments. 1. The S & P 500 is little changed following Monday's rally, which came after President Donald Trump said that the U.S. and Iran were in talks about a resolution to the Iran war. Iran's state media, however, denied any direct conversations between ...
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Tuesday 's key moments. 1. The S & P 500 is little changed following Monday's rally, which came after President Donald Trump said that the U.S. and Iran were in talks about a resolution to the Iran war. Iran's state media, however, denied any direct conversations between the two nations. Cramer said the market was experiencing a "hangover." Mixed headlines can be misleading, added Jeff Marks, the Club's director of portfolio analysis, who cautioned against chasing yesterday's rally. The S & P Short Range Oscillator is still in oversold territory, which suggests stocks could be due for a bounce. We're in a good position to "nibble" on quality stocks that have fallen. 2. Shares of Wells Fargo are slightly lower despite more turmoil in the private credit industry. Moody's downgraded a private credit fund run by KKR and Future Standard to junk amid rising bad loans and batches of weak earnings. Separately, Ares Management became the latest alternative asset manager to cap fund withdrawals following a surge in investor redemption requests. But investors shouldn't worry about Wells Fargo's ties to private credit through its lending relationships, Cramer said. The story is "very positive for Wells Fargo right now," Jim said. 3. Microsoft was reinstated at Bank of America with a buy rating and $500 price target. Analysts said Microsoft is at the center of the artificial intelligence supercycle, with the ability to monetize the technology across its infrastructure and applications. With Microsoft down over 20% this year, Jim said he'd rather be a buyer of the stock than a seller. Part of what will define Microsoft's future trajectory, the firm said, is the strategic and financial implications of its partnership with OpenAI. Jim will try to get those answers from OpenAI CFO Sarah Friar when she joins "Mad Money" this evening. "I want to understand th...