T3 Defense ( DFNS ) on Wednesday said it expects Q1 2026 consolidated revenue to be about $4.2M, generated by defense-related orders across all subsidiaries. T3 Defense said it ended Q1 with a strong backlog of $12.1M across all subsidiaries, providing solid revenue visibility for the remainder of 2026. The company also reaffirmed full-year 2026 revenue guidance of $26 million, reflecting expectat...
T3 Defense ( DFNS ) on Wednesday said it expects Q1 2026 consolidated revenue to be about $4.2M, generated by defense-related orders across all subsidiaries. T3 Defense said it ended Q1 with a strong backlog of $12.1M across all subsidiaries, providing solid revenue visibility for the remainder of 2026. The company also reaffirmed full-year 2026 revenue guidance of $26 million, reflecting expectations for strong organic growth and operational momentum. T3 Defense ( DFNS ) stock was up nearly 27% at $0.79 in extended trading. Source: Press Release More on T3 Defense Inc. Financial information for T3 Defense Inc.
Madison Air Solutions Corp. raised $2.23 billion in the biggest US listing of an industrial company in close to three decades. The Chicago-based provider of ventilation and filtration systems sold 82.7 million shares at $27 each after marketing them for $25 to $27, according to a statement Wednesday. The offering was multiple times oversubscribed, people familiar have said . The pricing gives the ...
Madison Air Solutions Corp. raised $2.23 billion in the biggest US listing of an industrial company in close to three decades. The Chicago-based provider of ventilation and filtration systems sold 82.7 million shares at $27 each after marketing them for $25 to $27, according to a statement Wednesday. The offering was multiple times oversubscribed, people familiar have said . The pricing gives the company a market value of $13.2 billion based on the number of outstanding shares listed in its filings. Morgan Stanley Investment Management, Durable Capital Partners LP and HRTG GPE LLC had expressed interest in buying as much as $525 million of shares in the offering, the filings showed. The IPO is the biggest by an industrial company in the US since United Parcel Service Inc. went public in a $5.5 billion listing in 1999, according to data compiled by Bloomberg. It’s the latest, and largest, in a series of debuts from companies in the sector with a tie to the data-center boom. Shares of Legence Corp. have surged 148% since the engineering company’s September IPO, while power-equipment maker Forgent Power Solutions Inc. is up 20% since debuting in February. Madison Air’s US commercial business — which includes health care, data centers, manufacturing and logistics — drove about two-thirds of revenue last year, according to filings. The residential segment includes the AprilAire, Broan-NuTone and Zephyr brands. North America’s aging housing stock, data center growth and reshoring of advanced manufacturing are increasing the size of the estimated $40 billion market for specialized air systems, according to the company. The company had net income of $124 million on revenue of $3.34 billion for 2025, compared with net income of $236 million on revenue of $2.62 billion a year earlier. Madison Air’s top 10 customers accounted for about 32% of revenue last year. For the latest news on equity capital markets activity in the US, Canada and Latin America, follow the channel or vis...
The S&P 500 (SNPINDEX:^GSPC) rose 0.80% to 7,022.95, and the Nasdaq Composite (NASDAQINDEX:^IXIC) climbed 1.59% to 24,016.02 as both set new all-time highs. The Dow Jones Industrial Average (DJINDICES:^DJI) slipped 0.15% to 48,463.72. Bank of America (NYSE:BAC) and Morgan Stanley (NYSE:MS) both gained following strong quarterly earnings today. Shares in popular low-cost broker, Robinhood Markets (...
The S&P 500 (SNPINDEX:^GSPC) rose 0.80% to 7,022.95, and the Nasdaq Composite (NASDAQINDEX:^IXIC) climbed 1.59% to 24,016.02 as both set new all-time highs. The Dow Jones Industrial Average (DJINDICES:^DJI) slipped 0.15% to 48,463.72. Bank of America (NYSE:BAC) and Morgan Stanley (NYSE:MS) both gained following strong quarterly earnings today. Shares in popular low-cost broker, Robinhood Markets (NASDAQ:HOOD) increased by more than 10% after the Securities and Exchange Commission approved a new proposal on day-trading rules for retail investors. Allbirds (NASDAQ:BIRD) soared more than 580% after pivoting from footwear to an AI-focused business model, while ASML (NASDAQ:ASML) sank despite solid earnings . Continue reading
Marco_Bonfanti/iStock via Getty Images Thesis Summary The S&P 500 is pushing back towards 7,000, and a lot of investors are finding this very surprising. Oil is up 60% YTD, the Iran conflict is ongoing, inflation is heating up, and there’s little help expected to come from the Fed. So what’s going on exactly? In this article, I’ll discuss why I believe the market has been so resilient over the las...
Marco_Bonfanti/iStock via Getty Images Thesis Summary The S&P 500 is pushing back towards 7,000, and a lot of investors are finding this very surprising. Oil is up 60% YTD, the Iran conflict is ongoing, inflation is heating up, and there’s little help expected to come from the Fed. So what’s going on exactly? In this article, I’ll discuss why I believe the market has been so resilient over the last few weeks. Following this, we’ll dive into exactly why this might be the time you want to take some chips off the table and specifically how you could implement this through options. Why Are Markets Not Down? This is an intriguing question, and one we can’t really answer with 100% certainty. We can, however, make some educated guesses. Positioning And Flows Short ETF Volume (Macro Charts) The thing about markets is that they don’t always move in the direction you’d expect based on headlines, and that’s often due to positioning. In this particular scenario, the Iran war headlines created a situation in which market participants were very well hedged. This is reflected in the increase in Short ETF Volume. When there is so much shorting, market makers have to hedge these short positions, which actually makes them go long. And of course, if the price does eventually move up, this can then be accelerated even further by a short squeeze. Positioning also ties into market flows, which have also created a situation where CTAs are underweight the market, and due to specific price signals, they have to buy into the market. On the flow side, Goldman models Commodity Trading Advisors as buyers of roughly $45B in U.S. equities over the next week, with approximately $34B of that concentrated in the S&P. Source: SA Press Release CTA Positioning (Daily Chartbook) These CTAs also add fuel to the fire because they have to chase rallies once momentum shifts. Market Liquidity Liquidity is another factor to take into account. Tax refunds from the BBB are going into consumer accounts, and that...
WANAN YOSSINGKUM/iStock via Getty Images H&R Block ( HRB ) will be reporting one of the most crucial earnings quarters on May 6 th (estimated). That is where most of the money will be made, as it will cover most of the tax season. I wanted to take a look at the expectations in more detail, and seeing that the company’s share price is significantly down since my last article over a year ago, I thou...
WANAN YOSSINGKUM/iStock via Getty Images H&R Block ( HRB ) will be reporting one of the most crucial earnings quarters on May 6 th (estimated). That is where most of the money will be made, as it will cover most of the tax season. I wanted to take a look at the expectations in more detail, and seeing that the company’s share price is significantly down since my last article over a year ago, I thought it would be a good time to revisit to see if the company is a buy at these levels now. What to Expect So, for earnings, analysts are expecting the company to make around $5.63 and $5.77 on a GAAP and adjusted basis, respectively, on around $2.34B in revenues. This translates to around 6% growth in GAAP earnings and around 3% growth in sales. Nothing spectacular, but I am not expecting anything big from a tax enterprise. Unfortunately, the company didn’t provide any concrete guidance for the upcoming quarter, but they did reaffirm fiscal 2026 guidance after the last report. The company kept its full-year outlook at $3.875-$3.895B in revenue and $4.85-$5.00 in adjusted EPS. The best way to get a comparison is to see what the analysts are expecting the company’s full-year performance to be. As we can see below, estimates are largely in line with the management. Seeking Alpha And what about the upcoming quarter and whether the company will beat or miss estimates on this crucial tax season quarter? We can see that, over the last ten quarters, the company beat revenues 90% of the time and beat EPS 80% of the time. Regarding Q3s, the company hasn’t missed once. Seeking Alpha It seems that analysts are consistently underestimating HRB’s performance, but even that did not help the company’s share price over the last year, as it is down around 50%. I expect the company to beat on both the top and bottom lines because the company is entering the seasonally important quarter with a favorable setup. With the company just posting a Q2 revenue beat and reaffirming its full-year guidan...
JHVEPhoto Johnson Controls ( JCI ) is evaluating options, including a possible sale of two businesses in its security division that could be worth as much as $4.5 billion. Johnson Controls ( JCI ) is working with advisers to garner interest for its Access Control and Intrusion Detection units, according to a Bloomberg report on Monday, which cited people familiar with the matter. JCI is trying to ...
JHVEPhoto Johnson Controls ( JCI ) is evaluating options, including a possible sale of two businesses in its security division that could be worth as much as $4.5 billion. Johnson Controls ( JCI ) is working with advisers to garner interest for its Access Control and Intrusion Detection units, according to a Bloomberg report on Monday, which cited people familiar with the matter. JCI is trying to sell the units separately, though it could decide to sell them to a single buyer. Deliberations are at an early stage, and the company could decide to keep one or both of the divisions. Johnson Controls declined to comment to Bloomberg. Johnson Controls ( JCI ) completed the $6.9 billion sale of its Residential and Light Commercial HVAC business to Bosch Group last year. Shares of the industrial conglomerate edged up by 0.6% in after-hours trading. More on Johnson Controls International Johnson Controls International: Demand Strength Sustains Earnings Momentum Johnson Controls International plc (JCI) Presents at Barclays 43rd Annual Industrial Select Conference Transcript Johnson Controls International plc (JCI) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript Tariff shock ripples through industrials as BRP pulls outlook BNP Paribas starts coverage of HVAC sector: Near-term chill amid long-term growth
Portal Innovations CEO John Flavin provides a look into the 2026 biotech M&A pipeline and breaks down Eli Lilly’s purported acquisition of CrossBridge Bio for up to $300 million, bolstering its oncology segment. He talks with Katie Greifeld and Romaine Bostick on “The Close.” (Source: Bloomberg)
Portal Innovations CEO John Flavin provides a look into the 2026 biotech M&A pipeline and breaks down Eli Lilly’s purported acquisition of CrossBridge Bio for up to $300 million, bolstering its oncology segment. He talks with Katie Greifeld and Romaine Bostick on “The Close.” (Source: Bloomberg)
Robinhood Markets (NASDAQ:HOOD) , a commission-free trading platform for stocks and crypto, closed at $87.32, up 10.41% Wednesday. Shares are surging after the SEC eased regulations on its day-trading rules. Investors await upcoming May earnings and are looking for traction in newer prediction markets and banking products. Trading volume reached 68.5 million shares, about 123% above its three-mont...
Robinhood Markets (NASDAQ:HOOD) , a commission-free trading platform for stocks and crypto, closed at $87.32, up 10.41% Wednesday. Shares are surging after the SEC eased regulations on its day-trading rules. Investors await upcoming May earnings and are looking for traction in newer prediction markets and banking products. Trading volume reached 68.5 million shares, about 123% above its three-month average of 30.7 million shares. Robinhood Markets IPO'd in 2021 and has grown 151% since going public. The S&P 500 (SNPINDEX:^GSPC) advanced 0.79% to 7,023, while the Nasdaq Composite (NASDAQINDEX:^IXIC) climbed 1.59% to finish at 24,016. Within capital markets, industry peers Charles Schwab (NYSE:SCHW) closed at $100.27, up 1.92%, and Interactive Brokers Group (NASDAQ:IBKR) ended at $79.69, gaining 3.36%. Tuesday evening, the Securities and Exchange Commission scrapped regulations that previously required traders to hold a $25,000 margin account to be eligible to day trade -- or make four or more intraday trades within a five-day window. Since Robinhood primarily serves smaller retail investors, this change could help increase the company’s trading activity, which is why the stock rose on the news today . Continue reading
A number of stocks jumped in the afternoon session after markets benefited from a "risk-on" market sentiment fueled by potential peace negotiations between the U.S. and Iran. As geopolitical tensions eased, investors returned to growth-heavy favorites like Microsoft and ServiceNow, which offer high-margin subscription revenue and clearer paths for integrating generative AI into enterprise workflow...
A number of stocks jumped in the afternoon session after markets benefited from a "risk-on" market sentiment fueled by potential peace negotiations between the U.S. and Iran. As geopolitical tensions eased, investors returned to growth-heavy favorites like Microsoft and ServiceNow, which offer high-margin subscription revenue and clearer paths for integrating generative AI into enterprise workflows.
Woman, 47, and man, 46, held on suspicion of arson endangering life after attempted Finchley attack A 47-year-old woman and a 46-year-old man have been arrested on suspicion of arson endangering life after an attempted attack on a synagogue in Finchley, north London, as part of an investigation into what the Metropolitan police described as an “antisemitic hate crime”. The force said the woman was...
Woman, 47, and man, 46, held on suspicion of arson endangering life after attempted Finchley attack A 47-year-old woman and a 46-year-old man have been arrested on suspicion of arson endangering life after an attempted attack on a synagogue in Finchley, north London, as part of an investigation into what the Metropolitan police described as an “antisemitic hate crime”. The force said the woman was arrested at an address in Watford just after 4.45pm on Wednesday, while the man was arrested at 7.15pm in the Watford area. Both suspects remain in police custody. Continue reading...
The market just had one of its biggest rebounds in months. Here are the stocks I'm most bullish on right now, the ones I'd be comfortable holding through anything, and why I think this rebound has more room to run. Watch the short video to learn more, consider subscribing, and cl
The market just had one of its biggest rebounds in months. Here are the stocks I'm most bullish on right now, the ones I'd be comfortable holding through anything, and why I think this rebound has more room to run. Watch the short video to learn more, consider subscribing, and cl
Getty Images Introduction And Investment Thesis In my previous article on Canadian Solar Inc. ( CSIQ ), you notice that my cautious outlook has paid off, driven by market headwinds I highlighted, which are still exhibiting a negative revenue growth rate YoY to date. I am reiterating my Hold stance because I think the One Beautiful Bill Act ("OBBBA"), which is still one of the solar market headwind...
Getty Images Introduction And Investment Thesis In my previous article on Canadian Solar Inc. ( CSIQ ), you notice that my cautious outlook has paid off, driven by market headwinds I highlighted, which are still exhibiting a negative revenue growth rate YoY to date. I am reiterating my Hold stance because I think the One Beautiful Bill Act ("OBBBA"), which is still one of the solar market headwinds, is still impacting the installations. Before I get to the details of how I think Q1 2026 might unfold, I want to first create a picture in my mind that, while there are speculations that solar in the U.S. might expand by 65% . This is primarily driven by data centers and AI hubs, but the pullback remains OBBBA policy, which is dragging installation of renewable capacity by 44% despite growing energy demands. Deloitte From this perspective, I think this is one of the major reasons why the management’s revenue guidance for Q1 ’26 is around the midpoint of $1 billion, a decline of 8.33% YoY. The first quarter is expected to be released in March 2026. But my point here is that PV panel annual installations have grown in the last 10 years by about 10x. In 2026, this will be the beginning of lagged growth at a CAGR of 3%. For example, in FY2025, PV installations grew to 694GW, but in FY2026, they are expected to go down to 707GW. Let’s now get to the depth of this in unraveling why I think this CSIQ deserves a Hold rating. Expectations And What To Watch It seems impractical to preview CSIQ Q1 ’26 without factoring in the influence the macro environment still has on the company’s performance. For example, since the OBBBA was signed into law in 2025, the PV installation trajectory has been plateauing because of costs involved in solar installations. To add on to that, China just scrapped VAT rebates on 1 st April 2026 on solar exports, and this is expected to raise solar panel prices by around 15%–30%. I believe all headwinds are behind dwindling PV installations. IHS Markit,BNE...
Buoyed by big gains from the likes of Microsoft and Tesla, the S&P 500 rose 0.8% to 7022.95–rallying into the close to finish comfortably above its previous all-time high set in January. Technology stocks were the big outperformers.
Buoyed by big gains from the likes of Microsoft and Tesla, the S&P 500 rose 0.8% to 7022.95–rallying into the close to finish comfortably above its previous all-time high set in January. Technology stocks were the big outperformers.
EzumeImages/iStock via Getty Images Nuclear energy stocks including Oklo ( OKLO ), Nuscale Power ( SMR ), and Energy Fuels ( UUUU ) extended strong gains for a third straight day on Wednesday alongside a raft of news announcements in the sector. Among nuclear names rallying so far this week: Oklo ( OKLO ) up 28.9%, Nuscale Power ( SMR ) up 20.7%, Energy Fuels ( UUUU ) up 15.6%, Denison Mines ( DNN...
EzumeImages/iStock via Getty Images Nuclear energy stocks including Oklo ( OKLO ), Nuscale Power ( SMR ), and Energy Fuels ( UUUU ) extended strong gains for a third straight day on Wednesday alongside a raft of news announcements in the sector. Among nuclear names rallying so far this week: Oklo ( OKLO ) up 28.9%, Nuscale Power ( SMR ) up 20.7%, Energy Fuels ( UUUU ) up 15.6%, Denison Mines ( DNN ) up 10.8%, Lightbridge ( LTBR ) up 10.3%, Uranium Energy ( UEC ) up 9.2%, Ur-Energy ( URG ) up 8.2%, NexGen Energy ( NXE ) up 7%, Centrus Energy ( LEU ) up 6.9%, Cameco ( CCJ ) up 3.4%, BWX Technologies ( BWXT ) up 3%. V arious reports said Rolls-Royce ( RYCEY ) ( RYCEF ) secured £600M (~$814M) in funds from Britain's national wealth fund to develop the U.K.'s first small modular reactors. The U.K. government approved the development of three SMRs at the Wylfa site in North Wales; the BBC reported the three units have a total output capable of powering ~3M homes for over 60 years. The U.S. government unveiled a sweeping initiative to bring nuclear energy technology into space called the National Initiative for American Space Nuclear Power, a joint NASA–Pentagon strategy to develop nuclear power systems capable of supporting future lunar and interplanetary missions. The initiative, officially endorsed by NASA this week , aims to deploy a 20 kwe space reactor, code named "SR-1 Freedom," for interplanetary propulsion and surface power. Earlier this week, Canaccord Genuity issued a bullish report on the uranium sector as a "high-beta sector [that] should be a beneficiary of the increased focus on energy security which is not being reflected in stocks. Uranium share prices currently imply an average value of US$88/lb, compared to term prices of roughly US$90-US$93/lb and Canaccord's long-term forecast of US$110/lb. "In light of recent volatility, we highlight names with torque and positive potential catalysts," the broker said, including NexGen Energy ( NXE ), Uranium Energy (...