This article first appeared on GuruFocus. Tesla (NASDAQ:TSLA) stock is in focus Friday after reports indicated the company is in talks to acquire about $2.9 billion worth of solar manufacturing equipment from Chinese suppliers. Discussions are said to involve several firms, including Suzhou Maxwell Technologies, as well as S.C. New Energy Tech and Laplace Renewable. Suzhou Maxwell, a producer of s...
This article first appeared on GuruFocus. Tesla (NASDAQ:TSLA) stock is in focus Friday after reports indicated the company is in talks to acquire about $2.9 billion worth of solar manufacturing equipment from Chinese suppliers. Discussions are said to involve several firms, including Suzhou Maxwell Technologies, as well as S.C. New Energy Tech and Laplace Renewable. Suzhou Maxwell, a producer of screen-printing equipment used in solar cell manufacturing, has emerged as a leading candidate. The company is also seeking approval from Chinese regulators to export the equipment for Tesla's planned project. Suppliers have reportedly been asked to deliver the machinery before autumn, according to people familiar with the matter. The potential purchase aligns with Chief Executive Elon Musk's broader plan to expand solar capacity in the U.S. to about 100 gigawatts by 2028, supporting both Tesla operations and SpaceX energy needs. Tesla shares were little changed in early trading. Meanwhile, shares of Suzhou Maxwell rose about 12% in China, while other related companies gained more than 7% following the report.
This article first appeared on GuruFocus. Tesla (NASDAQ:TSLA) looks like it's quietly ramping up its solar ambitions, exploring a roughly $2.9 billion deal to buy production equipment from Chinese suppliers. The talks involve several companies, including Suzhou Maxwell Technologies, S.C. New Energy Tech and Laplace Renewable. Maxwell seems to be the front-runner for now, and its stock jumped about...
This article first appeared on GuruFocus. Tesla (NASDAQ:TSLA) looks like it's quietly ramping up its solar ambitions, exploring a roughly $2.9 billion deal to buy production equipment from Chinese suppliers. The talks involve several companies, including Suzhou Maxwell Technologies, S.C. New Energy Tech and Laplace Renewable. Maxwell seems to be the front-runner for now, and its stock jumped about 12% after the news, with other related names rising more than 7%. According to reports, the equipment would need to be delivered before autumn, suggesting Tesla is working on a relatively tight timeline. This lines up with Elon Musk's broader vision. He has talked about building 100 GW of solar capacity in the U.S. by 2028 to power Tesla's operations and support rising electricity demand, especially from data centers. But it's not a completely straightforward path. The U.S. solar market is still heavily protected by tariffs on Chinese imports, which could complicate how this plan plays out.
China this week announced a major crackdown on fentanyl precursors, a move widely seen as a gesture of goodwill ahead of President Donald Trump’s planned visit. But analysts warned that while this may address one major US grievance , it remained to be seen whether the United States would reciprocate and help the two sides move on to tackling other serious disputes, such as tariffs. The crackdown i...
China this week announced a major crackdown on fentanyl precursors, a move widely seen as a gesture of goodwill ahead of President Donald Trump’s planned visit. But analysts warned that while this may address one major US grievance , it remained to be seen whether the United States would reciprocate and help the two sides move on to tackling other serious disputes, such as tariffs. The crackdown in the central province of Hubei started in December and included a raid on a company in the provincial capital Wuhan following a tip-off from the US anti-drug authorities, who suspected the firm was selling precursor chemicals and stimulants. Advertisement The investigation is targeting the whole supply chain from production to export, state media reported. As of last month, a dedicated task force was investigating 22 cases while seven people had been arrested and another 12 detained pending criminal investigation. Advertisement Four companies have received administrative penalties, while internet regulators have shut down more than 200 non-compliant company websites and removed over 400 illegal posts.
Adams was being sued for "vindicatory" damages of £1 each by John Clark, Jonathan Ganesh and Barry Laycock, who were injured respectively in the Old Bailey attack in 1973, and the London Docklands and Manchester bombings in 1996.
Adams was being sued for "vindicatory" damages of £1 each by John Clark, Jonathan Ganesh and Barry Laycock, who were injured respectively in the Old Bailey attack in 1973, and the London Docklands and Manchester bombings in 1996.
JHVEPhoto Micron Technology ( MU ) was in focus on Friday as Citi upped its price target on the memory maker after it reported much stronger-than-expected earnings earlier this week. Micron shares fell fractionally in premarket trading. “MU was -4% after blowout earnings as higher FY27 capex and peak gross margins concerns (81% > Nvidia 75%) likely induced some profit taking after a strong stock r...
JHVEPhoto Micron Technology ( MU ) was in focus on Friday as Citi upped its price target on the memory maker after it reported much stronger-than-expected earnings earlier this week. Micron shares fell fractionally in premarket trading. “MU was -4% after blowout earnings as higher FY27 capex and peak gross margins concerns (81% > Nvidia 75%) likely induced some profit taking after a strong stock run into the print,” Atif Malik wrote in a note to clients. “We believe the big investor debate on the stock is if the stock will continue to rise with rising DRAM prices, like during the Windows PC DRAM cycle in the 1990s, on strong AI demand coupled with limited new fabs outperformance, or moderate in 2Q off a sharp increase in DRAM prices in 1Q. We believe the stock could sustain gains but see money rotation into semi caps N/T on higher capex.” Malik reiterated his Buy rating on Micron and upped his price target to $510 from $430, citing better-than-expected margins. More on Micron Technology Micron: Entering The Danger Zone (Rating Downgrade) Micron's Insane Growth Doesn't Change Our Bearish Thesis Micron: HBM Leads To Profit Explosion Stocks to watch after hours on Thursday: FDX, MU, PL Micron’s weakness is a buying opportunity – analyst
JHVEPhoto Micron Technology ( MU ) was in focus on Friday as Citi upped its price target on the memory maker after it reported much stronger-than-expected earnings earlier this week. Micron shares fell fractionally in premarket trading. “MU was -4% after blowout earnings as higher FY27 capex and peak gross margins concerns (81% > Nvidia 75%) likely induced some profit taking after a strong stock r...
JHVEPhoto Micron Technology ( MU ) was in focus on Friday as Citi upped its price target on the memory maker after it reported much stronger-than-expected earnings earlier this week. Micron shares fell fractionally in premarket trading. “MU was -4% after blowout earnings as higher FY27 capex and peak gross margins concerns (81% > Nvidia 75%) likely induced some profit taking after a strong stock run into the print,” Atif Malik wrote in a note to clients. “We believe the big investor debate on the stock is if the stock will continue to rise with rising DRAM prices, like during the Windows PC DRAM cycle in the 1990s, on strong AI demand coupled with limited new fabs outperformance, or moderate in 2Q off a sharp increase in DRAM prices in 1Q. We believe the stock could sustain gains but see money rotation into semi caps N/T on higher capex.” Malik reiterated his Buy rating on Micron and upped his price target to $510 from $430, citing better-than-expected margins. More on Micron Technology Micron: Entering The Danger Zone (Rating Downgrade) Micron's Insane Growth Doesn't Change Our Bearish Thesis Micron: HBM Leads To Profit Explosion Stocks to watch after hours on Thursday: FDX, MU, PL Micron’s weakness is a buying opportunity – analyst
KOID a Unitree Robotics G1 Humanoid Robot walks on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., November 10, 2025. Brendan McDermid | Reuters Chinese startup Unitree Robotics on Friday filed an initial public offering application to the Shanghai Stock Exchange, seeking to raise 4.2 billion yuan ($610 million), according to the prospectus, in a test of investor interest i...
KOID a Unitree Robotics G1 Humanoid Robot walks on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., November 10, 2025. Brendan McDermid | Reuters Chinese startup Unitree Robotics on Friday filed an initial public offering application to the Shanghai Stock Exchange, seeking to raise 4.2 billion yuan ($610 million), according to the prospectus, in a test of investor interest in humanoid robots. Unitree's robots were the star of Chinese state media's Spring Festival gala last month, which featured a technically ambitious martial arts sequence performed by over a dozen humanoid robots twirling swords and nunchucks alongside human dancers. The robots' complex choreography, complete with mid-air somersaults, displayed clear mechanical advances compared to their dance performance on the same TV programme last year. Frontier industry Unitree's IPO would be one of China's biggest onshore tech listings in years, and comes as Beijing steps up efforts to support its tech champions in tapping capital markets for their funding needs. Unitree's operating income grew 335% year-on-year in 2025, reaching 1.708 billion yuan, its prospectus said, while its net profit soared by 674%. Humanoids have become the firm's key growth engine as their share of main business revenue rose to 51.5% in January-September 2025 from 27.6% in 2024, even though the shift into the lower-priced G1 model trimmed gross margin, according to the document. Humanoid robots represent a frontier industry that China is well-positioned to lead, thanks in part to its diverse and largely self-sufficient manufacturing supply chains. China views embodied artificial intelligence as a key future strategic industry alongside quantum, 6G, nuclear fusion and brain-computer interfaces. China plans to widen the deployment of humanoid robots and AI automation in production lines nationwide - part of an initiative to apply AI throughout society and raise economic productivity. However, real-world...
Gauzy ( GAUZ ) received a notice from Nasdaq for failing to meet the $1 minimum bid price rule. The deficiency follows 30 consecutive business days of trading below $1 per share. The company has 180 days, until September 14, 2026, to regain compliance. Compliance can be restored if shares trade at or above $1 for 10 consecutive days. Gauzy may qualify for an additional 180-day extension if needed....
Gauzy ( GAUZ ) received a notice from Nasdaq for failing to meet the $1 minimum bid price rule. The deficiency follows 30 consecutive business days of trading below $1 per share. The company has 180 days, until September 14, 2026, to regain compliance. Compliance can be restored if shares trade at or above $1 for 10 consecutive days. Gauzy may qualify for an additional 180-day extension if needed. Failure to regain compliance could result in potential delisting. The company is monitoring its share price and evaluating options, including a possible reverse stock split. More on Gauzy Financial information for Gauzy
Jim Monk/iStock Editorial via Getty Images I wrote about Ferrari ( RACE ) before; at the time, I saw the company as an impeccable business but priced to perfection. Time ended up confirming my opinion at the time, with the stock price underperforming around 30% since the publication. The good news is that with this drawdown, the time has come to reevaluate the company’s business fundamentals and j...
Jim Monk/iStock Editorial via Getty Images I wrote about Ferrari ( RACE ) before; at the time, I saw the company as an impeccable business but priced to perfection. Time ended up confirming my opinion at the time, with the stock price underperforming around 30% since the publication. The good news is that with this drawdown, the time has come to reevaluate the company’s business fundamentals and judge whether the time has come to turn bullish on the company. We should keep in mind that Ferrari is a luxury maison that ships north of 13 thousand cars, and it has basically built a business model where scarcity is the product. In a business like this, the used market ends up being the thermometer of brand trust. The resilience of car value promotes repeat purchases, and that ends up being the company’s moat. That is a good explanation of why in 2025, 84% of the new cars went to owners who already had at least one Ferrari automobile. Let’s dig deeper into the business details. Ferrari has proved it can grow without selling more If we were looking at a traditional auto brand, we would see the shipments were flat and wonder where the growth is coming from. However, the truth is that the revenue grew 7% in 2025, with the EBIT margin expanding to 29.5% on the back of product mix and personalization. Ferrari One important revenue line item is sponsorship and brand-related commercial revenue. The “sponsorship, commercial, and brand” line item now represents 11.5% of the total revenues, and it has been growing (in 2023 it was 9.6%). This revenue line comprises the racing team sponsorship revenue (Formula 1 and WEC), and the Formula 1 commercial revenues share (i.e., the company’s share of F1 commercial revenues). It also includes brand monetization like licensing and merchandising revenue. Ferrari Basically, what this means is that Ferrari is receiving increasingly more money just to be itself. Ferrari’s residual value central bank For Ferrari, its actual brand currency is used...
Three men who sued the former Sinn Féin leader Gerry Adams over three Irish Republican Army bombings in Britain have withdrawn their lawsuit, their lawyers told the high court in London. Adams, who became the president of Sinn Féin in 1983 when it was the IRA’s political wing, was for many years the best-known face of the movement seeking to end British rule in Northern Ireland. He had long faced ...
Three men who sued the former Sinn Féin leader Gerry Adams over three Irish Republican Army bombings in Britain have withdrawn their lawsuit, their lawyers told the high court in London. Adams, who became the president of Sinn Féin in 1983 when it was the IRA’s political wing, was for many years the best-known face of the movement seeking to end British rule in Northern Ireland. He had long faced accusations that he was a member of the Provisional IRA, including from former members of the paramilitary group, which he has always denied. The three claimants who were injured in three IRA bombings in the 1970s and 1990s were seeking a finding on the balance of probabilities that Adams was personally liable for the bombings as a senior member of the IRA. But, after a civil trial at which Adams gave evidence over two days, the claimants’ lawyer, Anne Studd, said on Friday that “the proceedings will be discontinued”.
In contrast to the mainstream artificial intelligence (AI) sector, which is dominated by a host of well-known large and megacap players, in the quantum computing space, the most popular stocks so far include a small collection of relatively unknown companies. One that has emerged as a perceived leader in the quantum computing space is IonQ (IONQ 1.48%). With shares up more than 30% over the last y...
In contrast to the mainstream artificial intelligence (AI) sector, which is dominated by a host of well-known large and megacap players, in the quantum computing space, the most popular stocks so far include a small collection of relatively unknown companies. One that has emerged as a perceived leader in the quantum computing space is IonQ (IONQ 1.48%). With shares up more than 30% over the last year, IonQ stock has outperformed both the S&P 500 and Nasdaq Composite. Yet Wall Street thinks IonQ's rally is just getting started. The average price target among analysts covering IonQ is $65 -- more than 100% higher than current trading levels. While it's tempting to follow the hype, I think Wall Street is wrong on this one. IonQ's explosive revenue growth is less meaningful than it seems Last year, IonQ reported jaw-dropping 202% revenue growth to $130 million. Similarly impressive is the company's guidance for 2026: Management forecasts revenue to be in the range of $225 to $245 million, representing 81% growth at the midpoint. With integrations with each of the big three cloud service providers -- Microsoft Azure, Amazon Web Services, and Google Cloud Platform -- in addition to a strategic partnership with Nvidia, you probably think that IonQ's approach to building a vertically integrated quantum computing ecosystem is poised for explosive AI-driven growth over the next several years. Here is why I'm not impressed by IonQ's growth arc: The company has spent more than $4 billion on acquisitions over the last couple of years. So not only is a major portion of IonQ's revenue -- and its revenue growth -- coming from inorganic (acquired) assets, the company has yet to generate much from these sources relative to what it paid. Expand NYSE : IONQ IonQ Today's Change ( -1.48 %) $ -0.48 Current Price $ 31.90 Key Data Points Market Cap $12B Day's Range $ 30.73 - $ 32.55 52wk Range $ 18.81 - $ 84.64 Volume 333K Avg Vol 21M Gross Margin -2267.11 % IonQ has a money problem that th...
"Lot Of Questions On Structure:" Goldman Reacts To Old Bay Maker's Bid For Unilever Food Unit Bloomberg reported earlier this week that Unilever Plc was in early talks to sell its food business - a move that would end its competition with major packaged-food rivals, including Nestlé, PepsiCo, and Kraft Heinz. By Friday morning, Unilever stated in a press release that, despite "media speculation re...
"Lot Of Questions On Structure:" Goldman Reacts To Old Bay Maker's Bid For Unilever Food Unit Bloomberg reported earlier this week that Unilever Plc was in early talks to sell its food business - a move that would end its competition with major packaged-food rivals, including Nestlé, PepsiCo, and Kraft Heinz. By Friday morning, Unilever stated in a press release that, despite "media speculation regarding a potential transaction involving its Foods business," it had, in fact, received an "inbound offer" for the unit from Hunt Valley, Maryland-based McCormick & Company. "Unilever confirms that it has received an inbound offer for its Foods business and is in discussions with McCormick & Company, Inc. There can be no certainty that any transaction will be agreed," the Anglo-Dutch consumer goods company said. Bloomberg reported earlier this week that Unilever was in the early stages of offloading all or part of its food business. Unilever CEO Fernando Fernandez is making a strategic shift to secure at least higher-growth revenue from personal care, wellness, and beauty products, pivoting away from lower-margin food items. Fernandez is now a year into the turnaround plan. Unilever shares rose nearly 2% in London trading on the news. The stock is down 5% year to date and has traded sideways since 2019. McCormick shares in premarket trading in New York were flat. This year, shares are down 20% and have halved from their 2022 peak above $100. Goldman analyst Natasha de la Grense offered her first take on a potential deal in which McCormick could acquire Unilever's food unit. Has confirmed that it is in talks with McCormick regarding an offer for its Food business. In the context of investor feedback earlier this week revealing limited appetite for a long, messy spin-off, it is encouraging we've had two reports of trade buyer interest for this asset (one of which is now confirmed). Note that there would likely be less of an anti-trust concern for Unilever Food combining with...
Key Points IonQ has emerged as one of the most influential stocks in the quantum computing space. While quantum computing could prove revolutionary, the technology will require many more years of costly development before it's ready for broad commercialization. IonQ's revenue is soaring, but its liquidity profile and steep losses are concerning. 10 stocks we like better than IonQ › In contrast to ...
Key Points IonQ has emerged as one of the most influential stocks in the quantum computing space. While quantum computing could prove revolutionary, the technology will require many more years of costly development before it's ready for broad commercialization. IonQ's revenue is soaring, but its liquidity profile and steep losses are concerning. 10 stocks we like better than IonQ › In contrast to the mainstream artificial intelligence (AI) sector, which is dominated by a host of well-known large and megacap players, in the quantum computing space, the most popular stocks so far include a small collection of relatively unknown companies. One that has emerged as a perceived leader in the quantum computing space is IonQ (NYSE: IONQ). With shares up more than 30% over the last year, IonQ stock has outperformed both the S&P 500 and Nasdaq Composite. Yet Wall Street thinks IonQ's rally is just getting started. The average price target among analysts covering IonQ is $65 -- more than 100% higher than current trading levels. 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 » While it's tempting to follow the hype, I think Wall Street is wrong on this one. IonQ's explosive revenue growth is less meaningful than it seems Last year, IonQ reported jaw-dropping 202% revenue growth to $130 million. Similarly impressive is the company's guidance for 2026: Management forecasts revenue to be in the range of $225 to $245 million, representing 81% growth at the midpoint. With integrations with each of the big three cloud service providers -- Microsoft Azure, Amazon Web Services, and Google Cloud Platform -- in addition to a strategic partnership with Nvidia, you probably think that IonQ's approach to building a vertically integrated quantum computing ecosystem is poised for explosive AI-driven growth over the next seve...
Investment teams overseeing most of Janus Henderson Group's ( JHG ) assets have voiced serious concerns about the company being acquired by Victory Capital Holdings ( VCTR ), according to a media report on Friday. Dozens of portfolio managers, running both bond and stock funds, told senior executives and the board that Victory's ( VCTR ) ownership of JHG would undermine the firm's culture and impe...
Investment teams overseeing most of Janus Henderson Group's ( JHG ) assets have voiced serious concerns about the company being acquired by Victory Capital Holdings ( VCTR ), according to a media report on Friday. Dozens of portfolio managers, running both bond and stock funds, told senior executives and the board that Victory's ( VCTR ) ownership of JHG would undermine the firm's culture and impede its ability to do business, Bloomberg News reported, citing people with knowledge of the matter. Moreover, managers producing about a third of the firm's revenue have threatened to leave if the deal is completed, the people said. The report said that investment professionals overseeing ~90% of Janus's ( JHG ) $493B of assets oppose the transaction. Earlier this week, Victory ( VCTR ) sweetened its proposal to acquire Janus by boosting the cash part of the offer to $40 from $30 and reducing the share consideration to 0.250 share per JHG share from 0.350. Based on VCTR's closing price on Thursday, the proposal values JHG shares at ~$56.98 each. Victory ( VCTR ) responded to Bloomberg about the portfolio managers' opposition, saying it hasn't yet had the chance to make its case to the company and stakeholders, including how it would service clients and "retain and invest" in employees. Meanwhile, Janus's ( JHG ) employees have voiced their support for an earlier bid from Nelson Peltz's Trian Fund Management and General Catalyst, Bloomberg said , citing the people familiar. The Trian/GC agreement provides a $49.00 cash payment per JHG share. Janus Henderson ( JHG ) shares fell 1.1% to $50.83, and Victory Capital Holdings ( VCTR ) were unchanged at $67.92 in premarket trading. More on Janus Henderson Bidding War For Janus Henderson Points To More Upside (Upgrade) Janus Henderson: Trian Makes An Attractive Deal Janus Henderson faces PM, client exodus in a Victory Capital deal - report Victory Capital submits revised proposal to acquire Janus Henderson Seeking Alpha’s Quant Rat...