The Good Brigade/DigitalVision via Getty Images BlackBerry Limited's ( BB ) fiscal 2026 results are out. There was some good news. The company's not in a bad spot. It just operates in a very uncertain market. I rated it Hold last year, but with growth in their QNX segment, it's worth revisiting. Current Numbers Gross Profit (Fiscal 2026 Form 10-K) BlackBerry pulled in $549M in revenue with good ma...
The Good Brigade/DigitalVision via Getty Images BlackBerry Limited's ( BB ) fiscal 2026 results are out. There was some good news. The company's not in a bad spot. It just operates in a very uncertain market. I rated it Hold last year, but with growth in their QNX segment, it's worth revisiting. Current Numbers Gross Profit (Fiscal 2026 Form 10-K) BlackBerry pulled in $549M in revenue with good margins. That's pretty good. Sadly, most of this didn't become free cash flow. Free cash flow (Fiscal 2026 Form 10-K) It's a tech business, so capex is low. BB's biggest issue is overhead. That eats up most of the gross profit. FCF was only $40.8M because of that. BB's $2.25B market cap could be pricey. Can management grow sales? Can they keep overhead as flat as possible too? They seem to think so. Automotive Opportunity Modern BlackBerry doesn't do cell phones anymore. They have three segments that drive the $549M in revenue: QNX, Secure Communications, and Licensing. Revenue By Segment (Q4 Fiscal 2026 Earnings Slides) Most of the business is QNX and Secure Communications. Only QNX had growth for the year. QNX makes software for edge use cases . Management mostly talks about growth from QNX. So I'm going to focus on that. Backlog Estimates (Fiscal 2026 Form 10-K) BB estimates $950M in backlog right now. They explain it in the Form 10-K (pg. 41). QNX contracts get royalties per unit car sold. So it depends on how much their customers can actually sell. Q4 Fiscal 2026 Earnings Slides In the earnings call , management talked about this. They said new deals take 2-3 years to generate revenue. So it could be a while before any of this $950M is felt. They still need to make new deals each year too. Tailwinds Why is software needed for cars? AI and self-driving are one reason. Doing more in the car is another. McKinsey estimates huge growth by 2035. 70% of cars could be using AI and self-driving. Potential Software Uses (Deloitte) Deloitte believes vehicles need to support all sof...
⚽ Champions League latest, 8pm BST kick-off ( first leg 2-0 ) ⚽ Liverpool v PSG – live | Live scoreboard | And email Will Losing 2-0 at home in the first leg of a Champions League knockout tie is never a particularly good idea but this is the situation Barcelona find themselves in. The Catalans, however, will not feel defeated despite having to travel to the capital to face the miserly Diego Simeo...
⚽ Champions League latest, 8pm BST kick-off ( first leg 2-0 ) ⚽ Liverpool v PSG – live | Live scoreboard | And email Will Losing 2-0 at home in the first leg of a Champions League knockout tie is never a particularly good idea but this is the situation Barcelona find themselves in. The Catalans, however, will not feel defeated despite having to travel to the capital to face the miserly Diego Simeone and his charges. A mere 10 days ago Barcelona came out on top in the Wanda Metropolitano, although a repeat of the 2-1 scoreline will not be enough. We must assume that Barcelona will not die wondering tonight and it should be an intense game. If Hansi Flick’s side manage to get one early, then it could become a classic of the genre, and that is what the neutral will be hoping for. Continue reading...
Sam Altman, chief executive officer of OpenAI Inc., speaks during BlackRock's 2026 Infrastructure Summit in Washington, DC, US, on Wednesday, March 11, 2026. Daniel Heuer | Bloomberg | Getty Images Prosecutors plan to ask a judge Tuesday to ask a San Francisco judge to hold the man accused of trying to murder OpenAI CEO Sam Altman held without bail because of the "public safety risk he poses," the...
Sam Altman, chief executive officer of OpenAI Inc., speaks during BlackRock's 2026 Infrastructure Summit in Washington, DC, US, on Wednesday, March 11, 2026. Daniel Heuer | Bloomberg | Getty Images Prosecutors plan to ask a judge Tuesday to ask a San Francisco judge to hold the man accused of trying to murder OpenAI CEO Sam Altman held without bail because of the "public safety risk he poses," they said. Daniel Moreno-Gama , a 20-year-old Texas resident, allegedly threw a lit Molotov cocktail at Altman's home and threatened to burn down OpenAI's headquarters last week because of his hatred for artificial intelligence technology. Moreno-Gama, who is scheduled to be arraigned in San Francisco Superior Court at 4:30 p.m., is charged with attempted murder , attempted arson and exploding or igniting a destructive device with intent to murder. He is separately charged by federal prosecutors with attempted damage and destruction of property by means of explosives and possession of an unregistered firearm. San Francisco Police Department officers arrested Moreno-Gama on Friday and recovered a document in his possession that detailed his intentions, according to a complaint filed in San Francisco federal court on Monday. Read more CNBC tech news Suspect in attack at Altman's house aimed to kill OpenAI CEO, warned of humanity's extinction from AI Oracle expands Bloom Energy deal days after receiving $400 million stock warrant Intel's stock hits 9-day winning streak, up 58% over that run OpenAI touts Amazon alliance in memo, says Microsoft has 'limited our ability' to reach clients In the document, Moreno-Gama expressed his aim to kill Altman and warned of humanity's "impending extinction" from AI. He also listed the names and addresses of several additional AI executives, board members and investors, the complaint said. Altman addressed the attack on his home in a blog post on Friday, and said it has been an "extremely intense, chaotic, and high-pressure few years." He shared...
At first glance, American Express (NYSE: AXP) doesn't look like a company built for the future. It operates in a mature industry, competes with global networks like Visa and Mastercard , and traces its roots back to 1850. That's hardly the profile of a high-growth story. But that view misses what makes American Express unique and why it may continue to deliver sustainable growth in the years ahead...
At first glance, American Express (NYSE: AXP) doesn't look like a company built for the future. It operates in a mature industry, competes with global networks like Visa and Mastercard , and traces its roots back to 1850. That's hardly the profile of a high-growth story. But that view misses what makes American Express unique and why it may continue to deliver sustainable growth in the years ahead. Image source: Getty Images. Continue reading
denisik11/iStock via Getty Images I recommended CoreWeave (NASDAQ: CRWV ) on November 18, 2025, after the market reacted negatively to its third quarter earnings. The company had lowered its annual revenue guidance, and investors were worried about its financing model. In my article summary of that article, I wrote: "Aggressive growth investors may find the company attractive after the pullback, g...
denisik11/iStock via Getty Images I recommended CoreWeave (NASDAQ: CRWV ) on November 18, 2025, after the market reacted negatively to its third quarter earnings. The company had lowered its annual revenue guidance, and investors were worried about its financing model. In my article summary of that article, I wrote: "Aggressive growth investors may find the company attractive after the pullback, given strong AI infrastructure demand and compelling relative valuation metrics vs. peers." That prediction proved to be correct. CoreWeave is up 19.42% from the date my recommendation was published to the company's April 8, 2026 closing price. In contrast, the S&P 500 has risen only about 2%. November 18, 2025 CoreWeave Seeking Alpha article. Some large institutional investors support this bullish view of CoreWeave. Cathie Wood's aggressive growth-focused Ark Invest used the company's pullback to begin accumulating shares, purchasing $49.43 million in February 2026, with buying continuing into March and April. Historically, Ark Invest has made opportunistic purchases of disruptive, innovative companies like CoreWeave when they go out of favor. What Ark Invest likely sees is the same thing I highlighted in November: there is massive demand for CoreWeave's AI infrastructure services. The company's fourth quarter and 2025 annual results confirmed that demand is strong and healthy. CoreWeave's backlog has taken a massive leap higher, up 342% year over year in the fourth quarter of 2025 and 20% sequentially to $66.8 billion, growth that validates demand for the company's services, displays pricing power, and gives investors confidence in its long-range growth trajectory. CoreWeave Fourth Quarter 2025 Investor Presentation. Most of CoreWeave's backlog consists of "take or pay" contracts, which are long‑term customer agreements in which the customer is obligated to pay for a fixed amount of graphics processing unit (GPU) capacity, whether they use it or not. One reason some invest...
Saks Global Enterprises won court approval to sell its Gulfstream jet that executives used for business and personal travel, as the bankrupt luxury retailer slashes debt and operating expenses. Jones Aviations LLC, based in Lexington, Massachusetts, has agreed to pay $6 million for the jet. Built in 2003, the jet is the latest asset to be sold by Saks as it refocuses on the high-end shoppers the c...
Saks Global Enterprises won court approval to sell its Gulfstream jet that executives used for business and personal travel, as the bankrupt luxury retailer slashes debt and operating expenses. Jones Aviations LLC, based in Lexington, Massachusetts, has agreed to pay $6 million for the jet. Built in 2003, the jet is the latest asset to be sold by Saks as it refocuses on the high-end shoppers the chain has always cultivated. Earlier this year, the company began closing dozens of its discount stores, known as Saks Off 5th and Last Call. “This action represents another deliberate step to direct investments toward the areas of the business that will drive meaningful growth for a stronger Saks Global,” the company said in a statement. In court papers , the retailer said the jet had been used mainly “to facilitate business travel and to meet operational needs.” Executives were required to reimburse Saks for any personal travel expenses incurred, according to a person familiar with the situation. Saks Global filed for bankruptcy Jan. 14 blaming high debt and a cash crunch that made it hard for the retailer to keep stores stocked with the high-end goods serving wealthy customers. In its Chapter 11 filing in Texas, the company said it owed at least $3.4 billion. Saks Fifth Avenue and the other luxury brands in the chain — Neiman Marcus, and Bergdorf Goodman — continue to operate normally while the company negotiates with creditors on a plan to exit bankruptcy court oversight. The case is Saks Global Enterprises LLC, 26-90103 , US Bankruptcy Court, Southern District of Texas (Houston)
Chancellor faced with fund’s forecast that impact of Iran war will leave Britain as G7’s biggest loser Iran war escalation could trigger global recession, IMF warns The Iran war is bad news for the global economy. But for some countries, the unfolding conflict is having a bigger impact than for others. The International Monetary Fund’s verdict is that Britain is the G7’s biggest loser. Amid the ri...
Chancellor faced with fund’s forecast that impact of Iran war will leave Britain as G7’s biggest loser Iran war escalation could trigger global recession, IMF warns The Iran war is bad news for the global economy. But for some countries, the unfolding conflict is having a bigger impact than for others. The International Monetary Fund’s verdict is that Britain is the G7’s biggest loser. Amid the rising damage from the Middle East war, the Washington-based fund warned UK economic growth rate would be 0.5 percentage points lower this year than it had predicted back in January – the biggest downgrade among the club of wealthy nations. Continue reading...
A leaked image potentially shows an alternate version of the DJI Osmo Pocket 4 with dual cameras. | Image: Igor Bogdanov / X Reliable leaker Igor Bogdanov shared an image on X yesterday of an unseen person holding two versions of a handheld stabilized camera , including one that's rumored to be a pro version of the DJI Osmo Pocket 4. The company is expected to announce the latest version of its ba...
A leaked image potentially shows an alternate version of the DJI Osmo Pocket 4 with dual cameras. | Image: Igor Bogdanov / X Reliable leaker Igor Bogdanov shared an image on X yesterday of an unseen person holding two versions of a handheld stabilized camera , including one that's rumored to be a pro version of the DJI Osmo Pocket 4. The company is expected to announce the latest version of its baby steadicam on April 16th following months of leaks , but it's not known if the pro version will debut at the same time. Full specs for the Osmo Pocket 4 Pro aren't known yet, but the camera is rumored to pair an ultrawide lens with a telephoto lens offering optical zoom capabilities, according to New Camera . It could be announced alongside the standard version of the Osm … Read the full story at The Verge.
Marshall Financial Group, LLC disclosed a new position in SPDR Bridgewater All Weather ETF (NASDAQ:ALLW) by purchasing 431,569 shares In its quarterly SEC filing on April 10, 2026. The position’s quarter-end valuation stood at $12.45 million, reflecting both share accumulation and market price change. This was a new position for Marshall Financial Group, LLC and represented 1.99% of its 13F report...
Marshall Financial Group, LLC disclosed a new position in SPDR Bridgewater All Weather ETF (NASDAQ:ALLW) by purchasing 431,569 shares In its quarterly SEC filing on April 10, 2026. The position’s quarter-end valuation stood at $12.45 million, reflecting both share accumulation and market price change. This was a new position for Marshall Financial Group, LLC and represented 1.99% of its 13F reportable assets as of March 31, 2026. Top holdings after the filing: Continue reading