Venture capitalists have placed increasingly bigger bets on AI startups, investing over half a trillion dollars into the sector over the last five years. But these days, the smartest AI investment might be in energy, according to a report by Sightline Climate. Researchers found that up to 50% of data center projects that have been announced might be delayed. One of the biggest culprits is access t...
Venture capitalists have placed increasingly bigger bets on AI startups, investing over half a trillion dollars into the sector over the last five years. But these days, the smartest AI investment might be in energy, according to a report by Sightline Climate. Researchers found that up to 50% of data center projects that have been announced might be delayed. One of the biggest culprits is access to power. Of the 190 gigawatts worth of data centers the company is tracking, only 5 gigawatts are under construction. About 6 gigawatts of data center projects in Sightline’s database came online last year. A far larger percentage — about 36% — saw their timelines slip in 2025. The delays may eventually trickle down and affect large enterprises and other companies that use AI for their businesses. That supply-demand squeeze is an opportunity for investors. Here’s why. Big tech companies like Google and Meta have devoted large parts of their balance sheets to develop solar, wind, and nuclear projects. These companies are also supporting emerging technologies like Form Energy’s 100-hour battery through direct investments and working with utilities to accelerate their adoption. Dozens of startups are pursuing technologies that tackle the power problem. For instance, Amperesand, DG Matrix, and Heron Power are developing new power conversion technologies, while companies like Camus, GridBeyond, and Texture are building software that can manage the flow of electrons. Power remains one of the most significant constraints for data centers, a shortfall that isn’t likely to change anytime soon. AI is expected to drive data center power consumption up 175% by 2030, according to Goldman Sachs. These shortages on the grid are unprecedented in modern times, and they’ve been driving up electricity prices around the country. That has pushed many tech companies to explore alternative ways of powering their data centers. (The Trump administration, sensing a looming political crisis, is urgin...
Kinross Gold Corporation KGC remains mired in headwinds from higher production costs. It saw a roughly 18% year-over-year rise in attributable production cost of sales per ounce to $1,289 in the fourth quarter, impacted by lower production and higher royalty costs stemming from increased gold prices. All-in-sustaining costs (AISC), a key indicator of cost efficiency in mining, jumped roughly 21% y...
Kinross Gold Corporation KGC remains mired in headwinds from higher production costs. It saw a roughly 18% year-over-year rise in attributable production cost of sales per ounce to $1,289 in the fourth quarter, impacted by lower production and higher royalty costs stemming from increased gold prices. All-in-sustaining costs (AISC), a key indicator of cost efficiency in mining, jumped roughly 21% year over year to $1,825 per gold equivalent ounce sold on an attributable basis and were also up from $1,622 in the prior quarter. For full-year 2025, Kinross’ AISC was $1,571, up from $1,388 in 2024. While a 56% increase in average realized gold prices led to a surge in fourth-quarter profits, the rise in unit costs underscores a spike in inflation. KGC’s guidance indicates cost pressures in 2026. The company expects attributable production costs of sales per ounce to reach $1,360 (+/-5%) in 2026 due to higher royalty costs, inflationary impacts and planned mine sequencing. Kinross sees attributable AISC to be $1,730 per ounce (+/-5%) in 2026, indicating a year-over-year increase partly due to inflationary impacts. Higher expected costs in 2026 signal margin compression risks. Among its peers, Barrick Mining Corporation B faced cost pressure in the fourth quarter. Barrick’s total cash costs per ounce of gold and AISC increased around 15% and 9% year over year, respectively, in the quarter, and rose from the previous quarter as well. For 2026, Barrick projects AISC in the range of $1,760-$1,950 per ounce, indicating a significant year-over-year increase at the midpoint. Cash costs per ounce are forecast to be $1,330-$1,470, up from $1,199 in 2025. Agnico Eagle Mines Limited AEM is also exposed to higher production costs. In the fourth quarter, Agnico Eagle’s AISC was $1,517 per ounce, marking a roughly 10% increase from the prior quarter and a 15% year-over-year rise. Agnico Eagle’s total cash costs per ounce for gold were $1,089, 18% higher than $923 a year ago and up from...
Ocugen OCGN is building its ocular portfolio around a modifier gene therapy idea: instead of designing a therapy for a single genetic defect, the platform is intended to work across many underlying mutations. The investment debate is whether that “gene-agnostic” concept can translate into late-stage proof and regulatory traction across multiple programs. With no approved products, the near-term st...
Ocugen OCGN is building its ocular portfolio around a modifier gene therapy idea: instead of designing a therapy for a single genetic defect, the platform is intended to work across many underlying mutations. The investment debate is whether that “gene-agnostic” concept can translate into late-stage proof and regulatory traction across multiple programs. With no approved products, the near-term story is less about steady fundamentals and more about whether upcoming filings and data readouts validate the platform in real-world regulatory terms. That makes 2026 and early 2027 unusually catalyst-heavy for the stock. OCGN’s Modifier Gene Therapy Thesis in Plain English Ocugen’s platform centers on a modifier, gene-agnostic approach designed to address inherited retinal diseases without requiring a separate therapy for each mutation. The goal is to broaden the pool of patients who could potentially benefit versus single-mutation gene therapies that only treat a narrow slice of a disease population. In practical terms, the company is targeting one-time treatments delivered to the eye that could reach underserved populations where mutation diversity has historically fragmented drug development. That framing matters because it shifts the competitive battleground from “who has the best mutation-specific construct” to “who can show broad, durable benefit with a scalable regulatory path.” Ocugen’s OCU400 and the Scale of RP Unmet Need Ocugen anchors the modifier thesis most clearly in retinitis pigmentosa. The company cites approximately 300,000 people living with retinitis pigmentosa across the United States and Europe, with the disease associated with mutations in more than 100 genes. The competitive limitation highlighted is specificity. The company notes there is only one approved gene therapy for retinitis pigmentosa, and it targets a single mutation that represents about 1% to 2% of the total retinitis pigmentosa patient population. By contrast, OCU400 is positioned as a...
Over the past five years, CRISPR Therapeutics ' (NASDAQ: CRSP) shares have significantly lagged broader equities. That's despite the company earning approval for its first commercialized medicine, Casgevy, in 2023. If this milestone did not help the biotech reverse course, is there still hope that CRISPR Therapeutics can turn things around? Let's find out whether it is worth buying the company's s...
Over the past five years, CRISPR Therapeutics ' (NASDAQ: CRSP) shares have significantly lagged broader equities. That's despite the company earning approval for its first commercialized medicine, Casgevy, in 2023. If this milestone did not help the biotech reverse course, is there still hope that CRISPR Therapeutics can turn things around? Let's find out whether it is worth buying the company's shares today. Image source: Getty Images. The biggest catalysts for smaller, clinical-stage biotechs tend to be clinical progress. By the time they launch their first medicines, long-term shareholders are already taking some profits. That partly explains why CRISPR Therapeutics ' stock has been southbound, but there is more to the story. A strong commercial uptake for a new drug can also push a biotech's shares in the right direction. Unfortunately, Casgevy's progress so far hasn't exactly been impressive, even with help from Vertex Pharmaceuticals , with which CRISPR Therapeutics developed this therapy. Continue reading
sommart/iStock via Getty Images Microvast Holdings Inc. ( MVST ) saw strong gains through the first half of 2025. The second half of the year started to see a decline. It has continued to decline since I last reviewed the stock in December. The stock saw a steady increase in the price until peaking in October at a price of $7.12 a share; since that time, it has seen a massive drop, with the most r...
sommart/iStock via Getty Images Microvast Holdings Inc. ( MVST ) saw strong gains through the first half of 2025. The second half of the year started to see a decline. It has continued to decline since I last reviewed the stock in December. The stock saw a steady increase in the price until peaking in October at a price of $7.12 a share; since that time, it has seen a massive drop, with the most recent close at $1.66 a share. This leaves me down significantly on my remaining position in the stock. Seeking Alpha The company reported a terrible quarterly report, and the stock paid the price, with the stock down 35% in a single day. The quarterly results were a combination of bad results. They fell well short of revenue estimates, had a large impairment charge, saw margins under pressure, had a decrease in the backlog, and did not provide any guidance for 2026. The company operates in a growing industry. I do not see the demand declining for the industry. The current oil crisis is a great reminder of the need for alternative energy sources. I also like that the company controls its manufacturing. It allows the company to generate solid margins. For the year as a whole, the company did show strong progress in the business. It increased on basically all financial metrics. Execution was not what it needed to be in the past quarter. The company is not trending in the right direction and needs to get its sales back on track. The company has seen a deserved drop in the stock price. Even with the poor quarterly performance, the current revenues and profits of the company make the downside less than the potential upside on the stock. Financials The company reported strong annual results as compared to the prior year. Management tried to make this the emphasis during the earnings call . The reason for that was that Q4 was terrible. No way to sugarcoat the results; they were bad across the board. The company reported revenue of $427.5 million for the year, an increase of 12.6%. ...
Ocugen OCGN is pushing three retinal gene therapy programs toward late-stage milestones, with multiple data readouts and regulatory steps clustered into 2026 and early 2027. The setup makes the next several quarters especially event-driven. For investors, the key is how cleanly timelines hold. With rolling submissions, interim looks, and pivotal readouts all on the calendar, execution can drive sh...
Ocugen OCGN is pushing three retinal gene therapy programs toward late-stage milestones, with multiple data readouts and regulatory steps clustered into 2026 and early 2027. The setup makes the next several quarters especially event-driven. For investors, the key is how cleanly timelines hold. With rolling submissions, interim looks, and pivotal readouts all on the calendar, execution can drive sharp moves in either direction. OCGN’s 2026 Catalyst Calendar for Three Eye Programs 2026 is positioned as a pivotal year because each of Ocugen’s lead eye programs is scheduled to generate meaningful updates, including clinical readouts and regulatory progress that can reframe expectations quickly. The company’s overall narrative centers on advancing differentiated gene therapies for retinitis pigmentosa, Stargardt disease, and geographic atrophy, all areas with high unmet need. Ocugen also plans to file three regulatory applications over the next three years. Ocugen’s OCU400 Nears Filing With Phase III Complete OCU400 is the lead modifier gene therapy candidate for retinitis pigmentosa. Enrollment is complete in the Phase III liMeliGhT study, with 140 patients enrolled. Ocugen is targeting the start of a rolling biologics license application in the third quarter of 2026, and it expects top-line phase III data in the first quarter of 2027. The program is positioned as “gene-agnostic,” using a modifier gene therapy approach designed to work across multiple retinitis pigmentosa mutations with a one-time subretinal injection. Retinitis pigmentosa is associated with mutations in more than 100 genes, and the company’s framing is that a broader approach could expand the addressable population versus mutation-specific strategies. OCU400 has received orphan drug designation from the FDA for treating retinitis pigmentosa. Earlier studies showed durable safety and meaningful vision improvement, which helps set the backdrop for the phase III readout and the planned regulatory path. OC...
Ocugen OCGN is entering a period where the stock can be driven more by calendar-based catalysts than traditional fundamentals. Multiple late-stage readouts and filing steps are lined up across its three lead retinal programs through 2026 and 2027. That opportunity comes with fragility. With no approved products, the investment case is shaped primarily by pipeline execution and regulatory outcomes....
Ocugen OCGN is entering a period where the stock can be driven more by calendar-based catalysts than traditional fundamentals. Multiple late-stage readouts and filing steps are lined up across its three lead retinal programs through 2026 and 2027. That opportunity comes with fragility. With no approved products, the investment case is shaped primarily by pipeline execution and regulatory outcomes. Those are inherently binary. They can move shares quickly in either direction. OCGN’s Setup: Big Catalysts With Big Volatility Ocugen is setting expectations around a synchronized late-stage timeline across three ocular gene therapy programs. The company describes 2026 as a pivotal year because it expects several meaningful data and regulatory updates that can act as stock catalysts. At the same time, the setup is high-risk by design. With no marketed products, operating results do not yet reflect commercial leverage. Instead, near-term valuation sensitivity is dominated by clinical milestones, Chemistry Manufacturing and Controls readiness, and regulatory feedback on the company’s planned filings. Ocugen’s Cash Burn and Loss Profile in FY2025 Fiscal 2025 spending reflects a late-stage biotech cost structure. Research and development expense was $39.8 million, while selling, general and administrative expense was $27.6 million. The result was a net loss of $67.8 million for the year. Those numbers matter because late-stage work tends to be more expensive, not less. As programs move toward potential filings, process validation and Chemistry Manufacturing and Controls activities become larger budget items. Ocugen also noted progress on these pre-commercial steps for its lead program, which can keep pressure on spending even before revenue improves. OCGN’s Liquidity Runway and Dilution Pressure Points Ocugen ended fiscal 2025 with $18.9 million in cash. In January 2026, it raised $22.5 million in gross proceeds through a registered direct offering, extending its cash runway i...
Another client of the firm, Gerardo Vece, from Buckinghamshire, told the BBC: "I have oil and gas investments which are leveraged and designed to be held for less than one day, so they are very volatile right now, and I can't trade them online or over the phone or even access my account."
Another client of the firm, Gerardo Vece, from Buckinghamshire, told the BBC: "I have oil and gas investments which are leveraged and designed to be held for less than one day, so they are very volatile right now, and I can't trade them online or over the phone or even access my account."
Key Points If you don't need your RMD, you could invest it. Donating the money to charity could help an important cause while giving you a tax break. Certain home and lifestyle upgrades could help you age more safely. The $23,760 Social Security bonus most retirees completely overlook › If you have your retirement savings in a traditional IRA or 401(k), you may be aware that your money can't just ...
Key Points If you don't need your RMD, you could invest it. Donating the money to charity could help an important cause while giving you a tax break. Certain home and lifestyle upgrades could help you age more safely. The $23,760 Social Security bonus most retirees completely overlook › If you have your retirement savings in a traditional IRA or 401(k), you may be aware that your money can't just sit and grow in a tax-deferred manner forever. Once you turn 73 (or 75, depending on your year of birth), you'll have to start taking required minimum distributions, or RMDs. RMDs may not be a problem if you're planning to tap your IRA or 401(k) for money each year, and the amount you're required to withdraw is equal to or less than the amount you intended to take out in the first place. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Put another way, if you're on the hook for a $20,000 RMD but planned to withdraw $2,000 a month from your retirement savings to supplement your Social Security, there's not really an issue. Rather, RMDs become more of a problem when you don't have an obvious need for the money. But that doesn't mean you should let your RMDs go to waste. Here are three smart things to do with them. 1. Reinvest in a taxable brokerage account Just because you're required to withdraw money from a retirement account doesn't mean you have to spend it. If you want that money to keep growing, invest it in a taxable account. You can choose investments that lend to your broad financial goals, whether it's income stability, growth, or the ability to leave a nice inheritance. 2. Take advantage of qualified charitable distributions RMDs are usually a taxable event. But if you use yours to do qualified charitable distributions, or QCDs, they won't have to be. With a QCD, you can transfer funds directly fr...
This article first appeared on GuruFocus. Broadcom (NASDAQ:AVGO) insiders sold about $88 million in company shares this week, even as the chipmaker posted strong first-quarter fiscal 2026 results. The sales, executed between March 17, came amid a 1.7% drop in Broadcom shares yesterday and a 5% decline over the past month during a broader market pullback. Chief Legal and Corporate Affairs Officer M...
This article first appeared on GuruFocus. Broadcom (NASDAQ:AVGO) insiders sold about $88 million in company shares this week, even as the chipmaker posted strong first-quarter fiscal 2026 results. The sales, executed between March 17, came amid a 1.7% drop in Broadcom shares yesterday and a 5% decline over the past month during a broader market pullback. Chief Legal and Corporate Affairs Officer Mark David Brazeal sold 83,682 shares for roughly $27.06 million at average prices between $318.76 and $328.84. ISG President S. Ram Velaga sold 64,019 shares for about $20.70 million, while SSG President Charlie Kawwas and CFO & CAO Kirsten M. Spears sold $20.93 million and $19.41 million, respectively. The trades were reported via Form 4 filings with the Securities and Exchange Commission and were executed automatically to cover withholding taxes on restricted stock units (RSUs) that vested. Despite these sales, the insiders still hold notable positions in Broadcom.
The gigantic push towards Artificial Intelligence to turbocharge computer functions and other tasks will greatly benefit society. However, much like the way the automobile replaced the horse drawn carriage, or, more recently, how broadband wifi telecommunications has replaced phone booths and landline phones, A.I. is already replacing many tech jobs. Former Twitter founder and current ... Watch Th...
The gigantic push towards Artificial Intelligence to turbocharge computer functions and other tasks will greatly benefit society. However, much like the way the automobile replaced the horse drawn carriage, or, more recently, how broadband wifi telecommunications has replaced phone booths and landline phones, A.I. is already replacing many tech jobs. Former Twitter founder and current ... Watch These 4 Companies, Their Shares Could Rip Higher Once Layoffs Are Announced – Or Maybe Not
At a time when Britain has never felt more divided, we should draw on Christian values to reject hate and focus on what unites us When you think about the unedifying political furore about the open iftar held in Trafalgar Square, try to bear in mind that every year on Remembrance Day – a stone’s throw from Trafalgar Square – the bishop of London leads a public Christian act of lamentation in the o...
At a time when Britain has never felt more divided, we should draw on Christian values to reject hate and focus on what unites us When you think about the unedifying political furore about the open iftar held in Trafalgar Square, try to bear in mind that every year on Remembrance Day – a stone’s throw from Trafalgar Square – the bishop of London leads a public Christian act of lamentation in the open air. It is an act of religious observance which happens in cities, towns and villages across the country. Alongside the hymns sung, there are readings from the Bible and prayers made in the name of Jesus Christ, and a blessing invoking the holy trinity. In Leeds, where I have the honour of leading the service alongside the Roman Catholic dean of Leeds, I am accompanied by leaders from other faiths: Jewish, Hindu, Sikh and Muslim. We join together in this public, open-air, unmistakably Christian service. Over years of attending and conducting such services – and others like it such as those held in memory of Queen Elizabeth II – I have never heard a complaint from those of other faiths that such services represented a “domination of the public sphere” or that such services in our civic spaces were “an expression of power and intimidation”. Arun Arora is bishop of Kirkstall in the diocese of Leeds Continue reading...
S&P 500 Index futures are down 0.5% as of 7:50 a.m. in New York. Iran pressed ahead with attacks on Gulf Arab states even after Israel signaled it would stop targeting the Islamic Republic’s energy infrastructure. Nasdaq 100 futures decline 0.7% Dow Jones Industrial Average futures are down 0.3% The MSCI World Index is up 0.1% Here are some of the biggest US movers before the bell: Magnificent Sev...
S&P 500 Index futures are down 0.5% as of 7:50 a.m. in New York. Iran pressed ahead with attacks on Gulf Arab states even after Israel signaled it would stop targeting the Islamic Republic’s energy infrastructure. Nasdaq 100 futures decline 0.7% Dow Jones Industrial Average futures are down 0.3% The MSCI World Index is up 0.1% Here are some of the biggest US movers before the bell: Magnificent Seven stocks: Alphabet (GOOGL) -0.7%, Amazon (AMZN) -0.6%, Tesla (TSLA) -0.4%, Nvidia (NVDA) -0.5%, Meta Platforms (META) -0.4%, Microsoft (MSFT) -0.5%, Apple (AAPL) -0.4% FedEx (FDX) climbs 7% after raising its full-year profit forecast, signaling that the courier’s plan to restructure its delivery network is gaining traction despite geopolitical conflict and economic volatility. Figs Inc. (FIGS) rises 6% after Oppenheimer upgraded the seller of medical scrubs to outperform, saying a sustained recovery is underway. Firefly Aerospace (FLY) gains 7% after the spacecraft maker reported revenue for the fourth quarter that beat the average analyst estimate Planet Labs (PL) gains 14% after the satellite imaging firm reported revenue for the fourth quarter that beat the average analyst estimate. Rhythm Pharmaceuticals (RYTM) rises 6% after the drugmaker said it received expanded indication approval from the FDA for its drug Imcivree (setmelanotide) to treat patients four years and older with acquired hypothalamic obesity. Super Micro Computer Inc. (SMCI) tumbles 26% after the US charged a co-founder with illegally diverting billions of dollars in Nvidia Corp.-powered servers to China. York Space Systems (YSS) rises 9% after the space and defense company gave revenue guidance in its first report as a public company that JPMorgan called “solid.” The firm also saw revenue grow and its losses narrow in the fourth quarter.
McKesson MCK reported strong third-quarter fiscal 2026 results, driven by robust growth in specialty distribution, oncology services and biopharma solutions. Continued operational efficiency and capital discipline supported earnings expansion, although margin pressures and segment-level volatility remain key areas to monitor. Shares of this Zacks Rank #2 (Buy) company have gained 29% over the past...
McKesson MCK reported strong third-quarter fiscal 2026 results, driven by robust growth in specialty distribution, oncology services and biopharma solutions. Continued operational efficiency and capital discipline supported earnings expansion, although margin pressures and segment-level volatility remain key areas to monitor. Shares of this Zacks Rank #2 (Buy) company have gained 29% over the past six months compared with the industry's 14.9% rise. The S&P 500 has decreased 0.1% in the said time frame. MCK is one of the leading pharmaceutical distributors in North America, with a market capitalization of $112.7 billion. It forecasts 17.9% growth in 2026 and aims to sustain its strong performance going forward. The company’s earnings surpassed estimates in each of the trailing four quarters, the average beat being 3.60%. Image Source: Zacks Investment Research Factors Favoring MCK Stock Strong Double-Digit Growth Across Core Segments: McKesson delivered robust performance with 11% revenue growth and 13% operating profit growth, driven by broad-based momentum across oncology, multispecialty and pharmaceutical distribution. Notably, oncology and multispecialty revenues surged 37%, supported by provider expansion, specialty drug distribution and acquisitions. This diversified growth profile highlights the company’s ability to capitalize on high-growth healthcare verticals while maintaining stability in core distribution, reinforcing long-term earnings visibility and resilience across cycles. Specialty and GLP-1 Tailwinds Driving Structural Demand: Specialty pharmaceuticals, particularly GLP-1 therapies, remain a significant growth engine, with GLP-1 revenues rising 26% year over year to $14 billion. Continued adoption of specialty and biologic drugs, especially in oncology and chronic disease management, is structurally increasing distribution volumes and value-added services demand. McKesson’s scale and integrated distribution capabilities position it to benefit from t...
Nexstar Media Group's ( NXST ) wholly owned subsidiary intends to offer $3.39B in aggregate principal amount of new senior secured notes due 2033 and $1.73B in aggregate principal amount of new senior notes due 2034. NXST +1.33% premarket to $226.01. Source: Press Release More on Nexstar Media Nexstar Media Group, Inc. (NXST) Presents at Deutsche Bank 34th Annual Media, Internet & Telecom Conferen...
Nexstar Media Group's ( NXST ) wholly owned subsidiary intends to offer $3.39B in aggregate principal amount of new senior secured notes due 2033 and $1.73B in aggregate principal amount of new senior notes due 2034. NXST +1.33% premarket to $226.01. Source: Press Release More on Nexstar Media Nexstar Media Group, Inc. (NXST) Presents at Deutsche Bank 34th Annual Media, Internet & Telecom Conference Transcript Nexstar Media Group, Inc. (NXST) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Despite Upbeat Q4 Revenues, Nexstar Still Faces Uncertainty On Tegna Acquisition FCC clears $6.2B sale of Tegna to Nexstar despite state objections DirecTV files suit to block Nexstar-Tegna deal on antitrust grounds
JPMorgan advised clients to buy shares of Air Products and Chemicals as rising oil prices due to the U.S.-Iran war lead to a murkier economic outlook. The bank upgraded the industrial gas supplier to overweight from neutral. It also raised its price target on the stock to $310 from $280, implying a 9% gain from Thursday's close. In an environment where growth is slowing, inflation is rising and th...
JPMorgan advised clients to buy shares of Air Products and Chemicals as rising oil prices due to the U.S.-Iran war lead to a murkier economic outlook. The bank upgraded the industrial gas supplier to overweight from neutral. It also raised its price target on the stock to $310 from $280, implying a 9% gain from Thursday's close. In an environment where growth is slowing, inflation is rising and the potential for higher interest rates is increasing, JPMorgan said Air Products and Chemicals' stable earnings per share growth could make this stock perform relatively well. "We expect Air Products' volumes to accelerate because of higher utilization rates in the chemicals and refinery areas in North America that benefit from higher priced oil," wrote analyst Jeffrey Zekauskas. APD YTD mountain APD year-to-date chart. He added that the company's earnings have been under pressure recently due to falling helium prices. However, helium is now rising due to a shortage caused by the war in the Middle East. While 95% of its helium business is under long-term contracts, Zekauskas said, 20% of those contracts are renewed each year. "If there were any company that should benefit from a possible shortage of helium containers, it is Air Product," wrote Zekauskas. "We think the helium penalty for Air Products should narrow in F2026 as long-term helium contracts renew." Shares of Air Product rose 0.5% in Friday premarket trading, and are up 15% in 2026.