NVIDIA (NASDAQ:NVDA) finds itself caught between two powerful forces on Thursday. NVDA stock is down roughly 3% in today’s session, a modest but notable move that reflects a genuine tug-of-war between investor enthusiasm heading into the GTC technology conference and renewed legal scrutiny tied to the company’s past revenue disclosures. The broader market isn’t helping. ... NVIDIA Falls 3% as Inve...
NVIDIA (NASDAQ:NVDA) finds itself caught between two powerful forces on Thursday. NVDA stock is down roughly 3% in today’s session, a modest but notable move that reflects a genuine tug-of-war between investor enthusiasm heading into the GTC technology conference and renewed legal scrutiny tied to the company’s past revenue disclosures. The broader market isn’t helping. ... NVIDIA Falls 3% as Investors Weigh GTC Optimism Against a Revived Class Action Lawsuit
New York City Mayor Zohran Mamdani just faced his administration’s first big test in the municipal-bond market amid growing concerns about the city’s finances. The result? The city sold $2.3 billion of general-obligation bonds on Wednesday, smaller than originally planned. New York’s borrowing penalty was higher than a similar sale last year though some yields came in tighter than initial pricing,...
New York City Mayor Zohran Mamdani just faced his administration’s first big test in the municipal-bond market amid growing concerns about the city’s finances. The result? The city sold $2.3 billion of general-obligation bonds on Wednesday, smaller than originally planned. New York’s borrowing penalty was higher than a similar sale last year though some yields came in tighter than initial pricing, according to a preliminary wire seen by Bloomberg. James Pruskowski , managing director at Hennion & Walsh, said in an email that the city’s deal was well-received despite a “challenging” market backdrop. There’s been a broad rout in the US state and local debt market as the US war with Iran raises inflation fears. The city, which benefits from a deep investor base, benefits from immense wealth and that helped it “navigate the deal without outsized concessions,” Pruskowski added. The deal is smaller than the $2.6 billion outlined in the preliminary offering documents because of market changes between when the city first released its plans and the day of the pricing, according to a spokesperson for the NYC comptroller’s office. The “sale and the steady demand for the City’s municipal bonds in the face of market volatility is a clear signal of confidence from investors who know that our credit is strong,” Comptroller Mark Levine said in a statement. Timing was on New York’s side. The market for new issues, in general, was more stable on Wednesday than it was a day earlier, said Dora Lee , director of research for Belle Haven Investments. The 10-year AAA benchmark yield surged 11 basis points on Tuesday, according to data compiled by Bloomberg BVAL. A portion of bonds maturing in August 2036 with a 5% coupon sold at 3.59% yield, 48 basis points over AAA securities, according to BVAL pricing data compiled by Bloomberg. The offering priced at yields less than what was included in a preliminary pricing wire seen by Bloomberg. The credit spreads on this week’s deal were higher th...
BalkansCat/iStock Editorial via Getty Images With the stunning rise of autonomous agents like OpenClaw and Anthropic’s ( ANTHRO ) Claude Work, as well as the staggering variety of opinions on what impact they will have on the future of work, it’s probably not terribly surprising to see renewed interest in the computers we all use at work. Toss in the fact that Intel ( INTC ) just released the comm...
BalkansCat/iStock Editorial via Getty Images With the stunning rise of autonomous agents like OpenClaw and Anthropic’s ( ANTHRO ) Claude Work, as well as the staggering variety of opinions on what impact they will have on the future of work, it’s probably not terribly surprising to see renewed interest in the computers we all use at work. Toss in the fact that Intel ( INTC ) just released the commercial vPro versions of its new Core Ultra Series 3 (codenamed Panther Lake) processors, and well, you have the perfect storm to generate news on business PCs. Or, in HP’s ( HPQ ) case, a nicely timed opportunity to debut a wide range of commercial PCs, notebooks, software and services and talk about the role they play in the Future of Work. And that’s exactly what the company did at their annual HP Imagine event, showing newly updated ProBook and EliteBook notebooks, ZBook mobile workstations, Z-series desktop workstations and more. They also shared survey information on the critical importance that having access to fully functioning PCs and printers have on our workplace productivity. From a product perspective, a majority of the new commercial PCs that HP announced were based on Intel’s Core Ultra Series 3 processors. However, the company first talked about its latest EliteBook 6 G2q notebook based on Qualcomm’s ( QCOM ) newest Snapdragon X2 series chips and described it as the “world’s most configurable Arm-based PC.” This lightweight laptop is offered with either the 12-Core X2 Elite or the 60 or 10-Core X2 Plus SOC, and is available with numerous memory and storage options. In addition, there are options for HP Go, the company’s branded MVNO cellular data service, and a Qualcomm 5G modem. HP also showed off Intel and AMD -based versions of the same design, which is 15% thinner than previous generations. Other new PCs the company introduced include the EliteBook 8 G2 and the ProBook 4 G2, each with different physical designs, screen sizes, chip options and other config...
Shares of Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) fell about 7.8% on Thursday afternoon, pressured by a series of legal setbacks, fresh layoffs and lingering investor concerns over elevated capital spending. The decline came as the broader “Magnificent 7” technology group...
Shares of Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) fell about 7.8% on Thursday afternoon, pressured by a series of legal setbacks, fresh layoffs and lingering investor concerns over elevated capital spending. The decline came as the broader “Magnificent 7” technology group...
Hundreds of immigrants have been arrested at immigration courthouses. It is unclear whether the federal government's admission could lead to some of those arrests being overturned. (Image credit: Michael M. Santiago/Getty Images)
Hundreds of immigrants have been arrested at immigration courthouses. It is unclear whether the federal government's admission could lead to some of those arrests being overturned. (Image credit: Michael M. Santiago/Getty Images)
Joe Raedle/Getty Images News Mizuho initiated coverage of Tyson Foods ( TSN ) with an Outperform rating, reflecting a positive risk/reward into fiscal year 2027 thanks to its efforts to increase efficiencies and favorable demand for protein. As the world’s second-largest processor and marketer of animal proteins, Mizuho’s John Baumgartner believes Tyson Foods ( TSN ) is “poised to benefit” from th...
Joe Raedle/Getty Images News Mizuho initiated coverage of Tyson Foods ( TSN ) with an Outperform rating, reflecting a positive risk/reward into fiscal year 2027 thanks to its efforts to increase efficiencies and favorable demand for protein. As the world’s second-largest processor and marketer of animal proteins, Mizuho’s John Baumgartner believes Tyson Foods ( TSN ) is “poised to benefit” from the continuation of protein as an “integral nutrient.” And despite record high prices, U.S. meat demand remains resilient and has shifted to nutrient-dense options, which Baumgartner expects will persist in a new landscape of GLP-1s and personalized health data. “We see Tyson well-placed to benefit from tailwinds,” he said. Negative headlines around prepared foods notwithstanding, Tyson-branded retail products are outperforming food and beverage by approximately 400 basis points, “reflecting momentum from innovation, distribution, and brand-building.” “While investor skepticism persists about TSN’s ability to deliver consistent growth, and emerging geopolitical volatility presents short-term risks to consumer demand, we believe Prepared Foods is turning the corner on a structural basis,” he writes. Finally, on the operational side of the business, Tyson’s ( TSN ) heavy reinvestment in network optimizations through the use of robotics, supply chain efficiencies, and enhanced analytics “underwrites stronger execution and greater operating leverage.” Baumgartner sets a price target of $72 on Tyson Foods ( TSN ), suggesting 17% upside from Wednesday’s closing price. More on Tyson Foods Tyson Foods Still Needs To Prove This Time Is Different Tyson Foods, Inc. (TSN) Shareholder/Analyst Call Prepared Remarks Transcript Tyson Foods, Inc. (TSN) Q1 2026 Earnings Call Transcript Tyson Foods prices $500M senior notes Why a flesh-eating parasite at the Texas border could keep beef prices elevated for longer
Shares of Dianthus Therapeutics ( DNTH ) spiked on Thursday after the company announced that the FDA agreed with several proposed changes related to clinical development of its lead candidate, claseprubart. The long-acting monoclonal antibody therapy is currently undergoing advanced clinical studies for autoimmune diseases, including generalized myasthenia gravis and chronic inflammatory demyelina...
Shares of Dianthus Therapeutics ( DNTH ) spiked on Thursday after the company announced that the FDA agreed with several proposed changes related to clinical development of its lead candidate, claseprubart. The long-acting monoclonal antibody therapy is currently undergoing advanced clinical studies for autoimmune diseases, including generalized myasthenia gravis and chronic inflammatory demyelinating polyneuropathy. In a regulatory filing , the New York-based biotech stated that due to the latest patient experiences and scientific consensus on published results, it submitted the proposed changes to the FDA in Q1 2026. The company disclosed that the FDA issued written feedback in March, indicating its agreement with all three changes, which related to screening criteria, routine lab work, and autoimmune safety risk. The decision applies to all current and future studies for clopidogrel. Additionally, Dianthus ( DNTH ) noted that there have been no incidences of SLE or DIL in any of the claseprubart programs so far. More on Dianthus Therapeutics Dianthus Therapeutics: Go Decision For CIDP Program Warrants Continued Buy Rating Dianthus Therapeutics, Inc. (DNTH) Discusses Interim Responder Analysis and Early Go Decision for CAPTIVATE Trial in CIDP Transcript Dianthus Therapeutics, Inc. (DNTH) Discusses Interim Responder Analysis and Early Go Decision for CAPTIVATE Trial in CIDP - Slideshow Dianthus Therapeutics prices upsized $625M public offering at $81/share Dianthus Therapeutics announces proposed $400 million public share offering
A judge said the right to defence was paramount as prosecutors argued the couple should not be able to use Venezuelan government funds to pay their lawyers.
A judge said the right to defence was paramount as prosecutors argued the couple should not be able to use Venezuelan government funds to pay their lawyers.
gremlin/E+ via Getty Images Hesai Group ( HSAI ) reported the company’s Q4 results on the 24 th of March. The leading Chinese LiDAR sensor manufacturer again reported solid growth as the overall market continues to grow rapidly. Hesai’s domestic market position stands strong in China while the company plans to expand revenues with international OEMs. The growth outlook remains good going into 2026...
gremlin/E+ via Getty Images Hesai Group ( HSAI ) reported the company’s Q4 results on the 24 th of March. The leading Chinese LiDAR sensor manufacturer again reported solid growth as the overall market continues to grow rapidly. Hesai’s domestic market position stands strong in China while the company plans to expand revenues with international OEMs. The growth outlook remains good going into 2026, looking to raise margins further through operating leverage. I remained at a Hold rating in my previous August 2025 article on the stock, titled “ Hesai Group: Surging Shipments Fuel Surging GAAP Profits. ” The stock has since lost -20% of its value, meanwhile the S&P 500 ( SP500 ) has returned 1%. My Rating History on HSAI (Seeking Alpha) Hesai Q4 Review Hesai’s Q4 was another solid quarter for the company. Total LiDAR shipments reached 631 thousand with fast 184% year-on-year growth, primarily driven by continued momentum in ADAS but also reflecting good momentum in robotics sales. The global LiDAR market has continued to grow very fast, and Hesai has managed to capture market growth very well as the company’s shipments continue to surge. Author's Illustration Using HSAI Press Release Data Although shipment growth was once again highly impressive, the Q4 topline performance missed Wall Street’s consensus quite clearly as fast growth is already expected. Hesai itself guided revenues of ¥1000-1200 million for the quarter, and total revenues ended up coming very near the lower bound at ¥1000.5 million. The average price per shipment has continued to go down sharply alongside a sales mix shift to mass-market ADAS, and revenues consequently grew at a much slower 39% rate. Revenue growth remained fast but slowed down a bit from previous quarters; for the full year, Hesai reported 7 percentage points higher revenue growth of 46%. Ultimately, such a slowdown isn’t cause for much concern in my opinion, as quarterly revenue growth can fluctuate quite significantly. Author's Illus...
Getty Images Listen here or on the go via Apple Podcasts and Spotify Victor Dergunov, The Financial Prophet, talks his 5 step plan (0:30) Bullish on gold (3:30) Gold and interest rates (6:00) Energy names to like and the price of oil (12:10) Palantir, AMD, Tesla and the tech sector (21:00) Transcript Rena Sherbill: Welcome back to Investing Experts, The Financial Prophet himself, Victor Dergunov. ...
Getty Images Listen here or on the go via Apple Podcasts and Spotify Victor Dergunov, The Financial Prophet, talks his 5 step plan (0:30) Bullish on gold (3:30) Gold and interest rates (6:00) Energy names to like and the price of oil (12:10) Palantir, AMD, Tesla and the tech sector (21:00) Transcript Rena Sherbill: Welcome back to Investing Experts, The Financial Prophet himself, Victor Dergunov. Always a pleasure to talk to you. Thanks for joining us again. Victor Dergunov: The pleasure is all mine. Thank you, Rena. I'm glad to be on your podcast and very much looking forward to our conversation as always. Rena Sherbill: Likewise, as always, so let's start us off. It's the end of March 2026, another unprecedented, let's say for lack of a better term right now year, a lot to note about the market, be it in energy or tech or out of tech or the broad market or gold or not in gold. For those of you who have missed Victor's previous appearances , there are a slew to catch up on your investing strategy, but share with investors today, how would you express how you're looking at and thinking about and analyzing the markets? Victor Dergunov: So last time we spoke, I believe it was around late last year and already going into January, I was becoming more cautious. I actually wrote an article about this today. That even back in January, I was becoming a lot more cautious on especially the riskier sides of the stock market. So I began basically taking profits. I actually put out an article with a five step plan where it was outlined that number one, reduce risk. So I took a lot of my riskier equity positions and basically just decreased a lot of them. I sold a lot of them for good profit that I've had over the last few years. Number two was to raise cash. So I actually went from using some margin to about, I believe 20 % cash at at one point earlier this year. I've put some of that cash back to work recently and into into like the badly beaten down gold miners and some other ...
Putin Issues Some Frank Thoughts On 'Unpredictable' Iran War Russian President Vladimir Putin on Thursday delivered some rare, wide-ranging and frank commentary on the US-Israeli war against Iran. He compared the war and the Hormuz Strait closure, and subsequent impact on global energy, to the massive widescale impact of the Covid-19 pandemic . But he also stated that outcomes to the war are at th...
Putin Issues Some Frank Thoughts On 'Unpredictable' Iran War Russian President Vladimir Putin on Thursday delivered some rare, wide-ranging and frank commentary on the US-Israeli war against Iran. He compared the war and the Hormuz Strait closure, and subsequent impact on global energy, to the massive widescale impact of the Covid-19 pandemic . But he also stated that outcomes to the war are at this point too hard to predict . via ZUMA press The conflict, Putin explained, is now resulting in significant damage to international logistics, production and supply chains while putting intense pressure on hydrocarbon, metals and fertilizer companies - according to a translation in Reuters . "The consequences of the conflict in the Middle East are still difficult to accurately predict," Putin said before a conference of business leaders in Moscow. "It seems to me that those who are involved in the conflict cannot predict anything themselves, but for us it is even more difficult," he observed. "However, there are already estimates that they can be compared with the coronavirus epidemic ," Putin said. "Let me remind you that it has dramatically slowed down the development of all regions and continents, without exception." There are reports circulating that earlier this week Putin highlighted the West's double standard when it comes to Ukraine, in comparison to raging Iran war, which is about to reach its first month. In refence to the Western allies, Putin stated : "They signed all sorts of letters at the start of the Ukraine conflict. Yet these lovers of the epistolary arts haven't written anything about the current tragic events ." Putin's spokesman has meanwhile on Thursday addressed many of what he called "lies" related to Moscow's role in the Iran war. "There are so many lies being spread by the media... Do not pay attention to them," Kremlin spokesman Dmitry Peskov told reporters in response to an AFP question on Russia supplying Tehran with drones. Peskov also took th...
Move designed to increase competitiveness of league Prem hope to open expansion windows every four years Prem Rugby will introduce a minimum salary floor of £5.4m for each club next season as part of a long-term plan to increase competitiveness as the top-flight becomes a franchise league. The RFU Council voted last month to ringfence the existing 10-team Prem until the 2029-30 season, when it is ...
Move designed to increase competitiveness of league Prem hope to open expansion windows every four years Prem Rugby will introduce a minimum salary floor of £5.4m for each club next season as part of a long-term plan to increase competitiveness as the top-flight becomes a franchise league. The RFU Council voted last month to ringfence the existing 10-team Prem until the 2029-30 season, when it is hoped an additional two clubs will be added provided they meet minimum financial and sporting standards. Continue reading...
Starmer tells MPs he will not react to US president’s repeated insults amid Iran war Middle East crisis – live updates UK politics live – latest updates Donald Trump has dismissed British warships as “toys” in his latest jibe at Nato countries for their lack of involvement in the joint US-Israeli strikes on Iran. Speaking at the White House on Thursday, he claimed he had told the UK: “Don’t bother...
Starmer tells MPs he will not react to US president’s repeated insults amid Iran war Middle East crisis – live updates UK politics live – latest updates Donald Trump has dismissed British warships as “toys” in his latest jibe at Nato countries for their lack of involvement in the joint US-Israeli strikes on Iran. Speaking at the White House on Thursday, he claimed he had told the UK: “Don’t bother, we don’t need it.” Trump has previously alleged that he requested two aircraft carriers from the UK that Keir Starmer had initially rejected and then offered to send. No 10 has denied that a request was made or denied. Continue reading...
Annie Otzen/DigitalVision via Getty Images I’m violating an oath today. Fortunately, it doesn’t involve court or anything official like that. So I’ll suffer no legal consequences. I’m referring here to a promise I made to myself. It involves Super Micro Computer ( SMCI ) . I wrote it up four times in the recent past. I started on 9/18/24 with a “Hold” rating. I acknowledged that short selling was ...
Annie Otzen/DigitalVision via Getty Images I’m violating an oath today. Fortunately, it doesn’t involve court or anything official like that. So I’ll suffer no legal consequences. I’m referring here to a promise I made to myself. It involves Super Micro Computer ( SMCI ) . I wrote it up four times in the recent past. I started on 9/18/24 with a “Hold” rating. I acknowledged that short selling was active. But I didn’t think the risks were severe enough to warrant a bearish stance. Later, as further news surfaced regarding accounting issues, internal controls, a threatened NASDAQ de-listing, and an auditor resignation, I downgraded to Sell on 11/1/24 . And I reiterated my Sell rating on 3/3/25 . Thereafter, improved investor sentiment tempted me to come back up to Hold. I thought long and hard about it. But then, I came back to my senses. I again said “Sell” on 5/21/25 . By then, I'd had enough. I swore to myself I was finally finished with SMCI. My plan was to never cover it again. Then came the 3/20/26 headline that sent the stock down 33% that day. Three persons associated with SMCI, one a co-founder, may have committed crimes by having illegally smuggled Nvidia ( NVDA ) chips into China. My first impulse was to pat myself on the back for having consigned SMCI stock to the metaphorical dumpster. So after having indulged in some silent self-congratulations, I moved on to write about one of the other stocks in which I was interested—Bloom Energy ( BE ), with my report having been published on 3/24/26 . Nevertheless, curiosity ultimately triumphed. I continued to keep an eye peeled on SMCI and the Seeking Alpha community’s reaction to it. To be sure, I see many analysts and commenters who remain every bit as bearish as I am. But as always happens, there are others taking different views. (This is normal—every trade has a buyer and a seller!) But I’m deeply bothered by the lines of reasoning I’m seeing from those who are bullish and even neutral. Having begun my stock ...