jpgfactory/iStock Unreleased via Getty Images Bitmine Immersion Technologies ( BMNR ) has introduced its proprietary institutional-grade Ethereum ( ETH-USD ) staking platform. The MAVAN (Made in America VAlidator Network) platform combines U.S.-based infrastructure for institutions requiring domestic validation with a globally distributed architecture to support clients worldwide. Tom Lee, chairma...
jpgfactory/iStock Unreleased via Getty Images Bitmine Immersion Technologies ( BMNR ) has introduced its proprietary institutional-grade Ethereum ( ETH-USD ) staking platform. The MAVAN (Made in America VAlidator Network) platform combines U.S.-based infrastructure for institutions requiring domestic validation with a globally distributed architecture to support clients worldwide. Tom Lee, chairman of Bitmine, said, "Because Bitmine is the largest owner of Ethereum in the world, shortly after launch, MAVAN will be the largest Ethereum staking platform in the world. We plan to expand across additional proof-of-stake networks and critical blockchain infrastructure over time, and through 2026, we'll grow our efforts in areas such as on-chain vaults, post-quantum client development, and more." As March 24, 2026, Bitmine ( BMNR ) total staked ETH stood at 3,142,643 ($6.8B at $2,148 per ETH via Coinbase). BMNR +2.9% premarket to $21.41 Source: Press Release More on Bitmine Immersion Technologies Bitmine Immersion Technologies, Inc. (BMNR) Shareholder/Analyst Call - Slideshow Bitmine Immersion Technologies: This Could Be The Bottom As Legislation Becomes More Likely Bitmine Vs. Sharplink: One Is A Dilution Trap, The Other Is The Better Ethereum Proxy Bitmine Immersion Technologies announces ETH holdings reach 4.661M tokens Eightco boosts OpenAI investment by $40M to $90M
CDT Equity ( CDT ) announced on Wednesday that its board of directors has approved a 1-for-25 reverse stock split of the company’s common stock. The reverse stock split will become effective on March 26, 2026, at 5:00 pm, Eastern Time, and the company’s common stock is expected to begin trading on a reverse stock split-adjusted basis on Nasdaq at market open under the existing ticker symbol, “CDT,...
CDT Equity ( CDT ) announced on Wednesday that its board of directors has approved a 1-for-25 reverse stock split of the company’s common stock. The reverse stock split will become effective on March 26, 2026, at 5:00 pm, Eastern Time, and the company’s common stock is expected to begin trading on a reverse stock split-adjusted basis on Nasdaq at market open under the existing ticker symbol, “CDT,” on March 27, 2026. As of the Effective Time, every 25 shares of the company’s issued and outstanding common stock will be combined into one share of common stock. After the effectiveness of the reverse stock split, the number of outstanding shares of common stock will be reduced to approximately 4,722,450. The company’s transfer agent, Continental Stock Transfer & Trust Co., will serve as the exchange agent for the reverse stock split. CDT -16.92% premarket to $0.4102. Source: Press Release More on CDT Equity Inc. Financial information for CDT Equity Inc.
Rockpoint Gas Storage ( RGSI:CA ) announced on Wednesday that it had received TSX approval to launch a normal course issuer bid for its Class A shares through the exchange and other Canadian trading systems. Under the NCIB, the company had been authorized to repurchase up to 5.32M Class A shares, or 10% of its public float, over 12 months starting March 27, 2026. The company had 53.2M shares outst...
Rockpoint Gas Storage ( RGSI:CA ) announced on Wednesday that it had received TSX approval to launch a normal course issuer bid for its Class A shares through the exchange and other Canadian trading systems. Under the NCIB, the company had been authorized to repurchase up to 5.32M Class A shares, or 10% of its public float, over 12 months starting March 27, 2026. The company had 53.2M shares outstanding as of March 23, 2026. During the NCIB, the company and counterparties had agreed to maintain one-to-one ownership ratios between its Class A shares, Class B shares, and OpCo interests, ensuring buybacks would not affect its 40% stake in the OpCos. More on Rockpoint Gas Storage Inc. Rockpoint Gas Storage: Benefiting From An Attractive Demand/Supply Situation Rockpoint announces C$427M secondary offering Historical earnings data for Rockpoint Gas Storage Inc. Dividend scorecard for Rockpoint Gas Storage Inc. Financial information for Rockpoint Gas Storage Inc.
grinvalds/iStock via Getty Images Performance assessment Micron ( MU ) has massively outperformed the broader stock market index since my last update on the stock: Performance since HA's Last Article on MU (Seeking Alpha, HA's Last Article on MU) Elevator pitch thesis Here's how I'm looking at Micron now: Micron is seeing a demand bonanza and securing a better revenue quality profile Gross margins...
grinvalds/iStock via Getty Images Performance assessment Micron ( MU ) has massively outperformed the broader stock market index since my last update on the stock: Performance since HA's Last Article on MU (Seeking Alpha, HA's Last Article on MU) Elevator pitch thesis Here's how I'm looking at Micron now: Micron is seeing a demand bonanza and securing a better revenue quality profile Gross margins are at record levels, but it may not be sustainable High greenfield capex spending elevates the risk profile A contracted valuation multiple with massive earnings growth expectations is attractive The charts say hold on, but don't buy more now Micron is seeing a demand bonanza and securing a better revenue quality profile In the semiconductors industry, AI and traditional server demand are severely constrained by a lack of adequate DRAM and NAND supply. This has led spot DRAM and NAND market prices to increase 5.5x and nearly 4x over the last 6 months. This is leading to a massive demand and price-hike bonanza for Micron in its DRAM and NAND segments: DRAM Revenue (USD mn) (Company Filings, HA Analysis) NAND Revenue (USD mn) (Company Filings, HA Analysis) The chart below showing dwindling inventory levels clearly confirms the narrative of memory chip shortages: Inventory days on revenue (Company Filings, HA Analysis) Memory is becoming increasingly more essential as compute demand increases, giving Micron a wonderful long-term demand tailwind: As AI evolves, we expect compute architectures to become more memory intensive. This is why we strongly believe that Micron is one of the biggest beneficiaries and enablers of AI. AI hasn't just increased demand for memory, it has fundamentally recast memory as a defining strategic asset in the AI era. - CEO Sanjay Mehrotra in the Q2 FY26 earnings call The current memory market shortages are expected to grow bigger for the rest of this year, with pricing projections of a further 60% increase. This is leading to an explosion in revenu...
Monty Rakusen/DigitalVision via Getty Images Topline Summary and Update I have viewed Black Diamond Therapeutics ( BDTX ) with substantial optimism over the past several articles, with the most recent entry back in November heralding a nearly 50% decline in the stock price (at the time I write this) despite what I viewed as positive developments. In today's article, I want to digest the latest cor...
Monty Rakusen/DigitalVision via Getty Images Topline Summary and Update I have viewed Black Diamond Therapeutics ( BDTX ) with substantial optimism over the past several articles, with the most recent entry back in November heralding a nearly 50% decline in the stock price (at the time I write this) despite what I viewed as positive developments. In today's article, I want to digest the latest corporate update and continue making a case for optimism in BDTX stock. Pipeline Updates Silevertinib The lone pipeline candidate being developed by BDTX remains the EGFR inhibitor silevertinib, which has reached more advanced development in the setting of non-small cell lung cancer. I laid out the opportunities for this agent in previous articles , and I would encourage you to check those out. In short, silevertinib is an EGFR inhibitor in development specifically for C797S and non-classical EGFR mutations found in NSCLC, including so-called "PACC" mutations, that can drive resistance to currently approved EGFR inhibitors. This represents an important unmet need for the field, even as it has continued to move forward with novel combination regimens. What I have not written on at this point is the news from December outlining results for BDTX's ongoing phase 2 trial evaluating silevertinib in frontline, advanced, EGFR-mutant NSCLC. The following findings were highlighted: Objective response rate of 60% among 43 patients in the first-line setting, as well as an 86% CNS response rate in the 7 evaluable patients with CNS lesions 29 of 43 patients remained on therapy, including a few who continued treatment after progression Predictably, diarrhea and rash were common with silevertinib treatment, with grade 3 or higher occurring in 19% of patients for both of these adverse events An update focused on progression-free survival is guided for Q2 2026; this would place said update in the realm of the ASCO Annual Meeting. Based on the encouraging signal of activity in the CNS, BDTX is a...
The Zacks Computer-Peripheral Equipment industry participants like LOGI, TBCH and INVE are likely to benefit from the growing demand for professional gaming accessories, audio products, RFID, touchscreen and wireless devices.
The Zacks Computer-Peripheral Equipment industry participants like LOGI, TBCH and INVE are likely to benefit from the growing demand for professional gaming accessories, audio products, RFID, touchscreen and wireless devices.
(RTTNews) - Tempus AI announced a strategic collaboration with Daiichi Sankyo (4568.T) for accelerating the clinical development and differentiation of an antibody drug conjugate program in oncology. Daiichi Sankyo will leverage Tempus' foundation models and AI expertise, includi
(RTTNews) - Tempus AI announced a strategic collaboration with Daiichi Sankyo (4568.T) for accelerating the clinical development and differentiation of an antibody drug conjugate program in oncology. Daiichi Sankyo will leverage Tempus' foundation models and AI expertise, includi
Commercial Metals ( CMC ) declares $0.20/share quarterly dividend , 11.1% increase from prior dividend of $0.18. Forward yield 1.25% Payable April 15; for shareholders of record April 6; ex-div April 6. See CMC Dividend Scorecard, Yield Chart, & Dividend Growth. More on Commercial Metals Commercial Metals Company: Not Now, But Maybe Later In 2026E Commercial Metals Company (CMC) Shareholder/Analys...
Commercial Metals ( CMC ) declares $0.20/share quarterly dividend , 11.1% increase from prior dividend of $0.18. Forward yield 1.25% Payable April 15; for shareholders of record April 6; ex-div April 6. See CMC Dividend Scorecard, Yield Chart, & Dividend Growth. More on Commercial Metals Commercial Metals Company: Not Now, But Maybe Later In 2026E Commercial Metals Company (CMC) Shareholder/Analyst Call - Slideshow Commercial Metals Company 2026 Q1 - Results - Earnings Call Presentation Quant snapshot: AAR, Noah Holdings lead strong buys as Blaize, Fractyl Health lag Cmc targets $150M annualized EBITDA benefit from TAG program as precast acquisitions bolster growth
STORY: From Anthropic's blacklisting battle, to Alibaba's next-gen chip... This is AI Weekly. :: AI Weekly A U.S. judge said on Tuesday the Pentagon’s blacklisting of Anthropic looked like punishment for its views on AI safety in the military. The AI lab has challenged the Pentagon’s unprecedented action in designating it a national security risk. And came after Anthropic’s refusal to allow the mi...
STORY: From Anthropic's blacklisting battle, to Alibaba's next-gen chip... This is AI Weekly. :: AI Weekly A U.S. judge said on Tuesday the Pentagon’s blacklisting of Anthropic looked like punishment for its views on AI safety in the military. The AI lab has challenged the Pentagon’s unprecedented action in designating it a national security risk. And came after Anthropic’s refusal to allow the military to use its Claude AI software for U.S. surveillance or autonomous weapons. The lawsuit alleges that Defense Secretary Pete Hegseth overstepped his authority when he made that designation. The judge said during a court hearing that the designation, which blocks the AI lab from certain military contracts, quote, "looks like an attempt to cripple Anthropic." Tesla CEO Elon Musk said on Thursday that the automaker may be able to “tape out” its next-generation AI6 chips in December. That’s the stage of finalizing the chip design and sending it off to be manufactured. Musk said last year that Samsung would make the A16 chips… After the Korean company clinched a $16.5 billion production deal. The chips are likely to be used in Tesla’s self-driving cars and humanoid robots. OpenAI plans to nearly double its workforce by the end of the year. That’s according to the FT, citing two sources. It said the AI startup, whose latest funding round valued it at $840 billion, is looking to expand to 8,000 from its current 4,500… And deploy most of the new hires across, production development, engineering, research and sales. Reuters could not immediately verify the report and OpenAI did not immediately respond to Reuters' request for comment. Arm Holdings announced a new AI data center chip on Tuesday which it said will add billions of dollars of revenue. The new chip, called the AGI CPU, will address data-crunching needed for agentic AI. It's a specific type of AI that can achieve complex tasks with minimal human oversight. Arm shares jumped 6.5% in the extended session after the compa...