据中国贸易救济信息网,3月16日,印度商工部发布公告称,应印度行业协会Alkali Manufacturers Association of India(AMAI)提交的申请,对进口纯碱(884022)(Soda Ash)启动保障措施调查。涉案产品的印度海关编码为283620。本案调查期为2020年4月至2025年9月。
据中国贸易救济信息网,3月16日,印度商工部发布公告称,应印度行业协会Alkali Manufacturers Association of India(AMAI)提交的申请,对进口纯碱(884022)(Soda Ash)启动保障措施调查。涉案产品的印度海关编码为283620。本案调查期为2020年4月至2025年9月。
Equity markets appear to be pricing in a recession as the U.S.-Iran war drags on — but heavy selling pressure has opened up some buying opportunities for investors, according to HSBC strategists. In a note published by the banking giant on Tuesday, Alastair Pinder and Pankaj Agarwala said volatility in the oil market had caused "dislocations in equity markets." Since the U.S. and Israel launched s...
Equity markets appear to be pricing in a recession as the U.S.-Iran war drags on — but heavy selling pressure has opened up some buying opportunities for investors, according to HSBC strategists. In a note published by the banking giant on Tuesday, Alastair Pinder and Pankaj Agarwala said volatility in the oil market had caused "dislocations in equity markets." Since the U.S. and Israel launched strikes on Iran at the end of February, surging oil prices have sparked fears of a 1970s-style stagflation. But HSBC's team said they believe recent equity rotations tell a different story. "Talk of a shift toward stagflation is building, but we would argue equity markets price action is more indicative of trading for a recessionary outcome," they said. "Our regime models show the equity market is now pricing a 35% probability of recession, up from 10% just two weeks ago, while the implied likelihood of stagflation has barely moved, holding at 8%." Emerging markets, industrials and banks Pinder and Agarwala outlined where they see opportunities for investors in the current environment. They said global equities had fallen by around 5% since the start of the Iran war — but noted their machine learning systems suggested the overall move was largely justified. "Still, underneath the surface there appears to be a number of dislocations," they said. "We believe Korea, South Africa and Indonesia have been oversold by about 5-10%, leaving valuations that look increasingly attractive, especially as our work shows these markets are not among the most exposed to higher oil prices." South Korea's Kospi index was the world's top-performing stock market in 2025, but has seen historic volatility since the war broke out, thanks to its concentration of memory giants and its sensitivity to energy prices. Equities listed in the UAE — which has repeatedly been struck by Iranian drones and missiles since the war began — have also been volatile since the country reopened its financial markets fr...
XOMA press release ( XOMA ): Q4 GAAP EPS of $0.26 beats by $0.39 . Revenue of $13.76M (+58.0% Y/Y) beats by $2.71M . In the fourth quarter of 2025, XOMA Royalty received $3.2 million in cash receipts from royalties and commercial payments and $3.3 million in milestone payments and paid $1.4 million in dividends on the XOMA Royalty Perpetual Preferred stocks. For the full year of 2025, XOMA Royalty...
XOMA press release ( XOMA ): Q4 GAAP EPS of $0.26 beats by $0.39 . Revenue of $13.76M (+58.0% Y/Y) beats by $2.71M . In the fourth quarter of 2025, XOMA Royalty received $3.2 million in cash receipts from royalties and commercial payments and $3.3 million in milestone payments and paid $1.4 million in dividends on the XOMA Royalty Perpetual Preferred stocks. For the full year of 2025, XOMA Royalty received $50.5 million in cash receipts, including $33.6 million in royalties and commercial payments and $16.9 million in milestone payments and fees. OJEMDA FY 2026 revenue guidance of $225 – $250 million. More on XOMA XOMA Royalty: Preferreds Still Offer Compelling Income Despite Call Risk Takeda, XOMA ink new royalty agreement; amend existing deal Seeking Alpha’s Quant Rating on XOMA Historical earnings data for XOMA Financial information for XOMA
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Intel stock snapshot after recent performance Intel (INTC) is trading at US$44.06 after a mixed stretch, with a 1 day return of a 3.72% decline and a 7 day move of a 5.81% decline, alongside a past 3 months return of 22.22%. See...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Intel stock snapshot after recent performance Intel (INTC) is trading at US$44.06 after a mixed stretch, with a 1 day return of a 3.72% decline and a 7 day move of a 5.81% decline, alongside a past 3 months return of 22.22%. See our latest analysis for Intel. Recent trading has cooled short term momentum, with 1 month and 7 day share price returns both in decline. However, the 1 year total shareholder return of 69.98% and 3 year total shareholder return of 58.62% still point to a materially stronger longer term outcome than the current pullback suggests. If Intel’s moves have your attention, it can be helpful to compare it with other chip related opportunities by scanning 34 AI infrastructure stocks With Intel trading at US$44.06, sitting below the average analyst price target yet carrying mixed recent returns, the key question is whether this pullback leaves shares undervalued or whether the market is already pricing in future growth. Most Popular Narrative: 20.6% Overvalued Intel’s narrative fair value of $36.54 sits below the last close at $44.06, which frames the current pullback as still pricing in a premium according to mschoen25. Transition and Investment Phase: Intel is in the middle of major restructuring and technological transitions, such as moving toward 7nm and beyond for its chips and investing in foundry services. These changes take time to bear fruit, and while they may suppress short-term earnings, they could lead to long-term growth. Read the complete narrative. Curious what kind of revenue rebuild, margin recovery and future profit multiple are baked into that fair value, and how ambitious those inputs really are. Result: Fair Value of $36.54 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this view could be challenged if co...
Institutional investor increases holdings in semiconductor manufacturer by over 50% in Q3 Got story updates? Submit your updates here. › Fulcrum Asset Management LLP grew its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 54.3% in the 3rd quarter, according to the company's recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor now owns 15,428 sh...
Institutional investor increases holdings in semiconductor manufacturer by over 50% in Q3 Got story updates? Submit your updates here. › Fulcrum Asset Management LLP grew its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 54.3% in the 3rd quarter, according to the company's recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor now owns 15,428 shares of the semiconductor manufacturer's stock, worth approximately $2.58 million. Why it matters Micron Technology is a major player in the semiconductor industry, producing memory and storage solutions used in a wide range of computing and electronic devices. Institutional investors like Fulcrum closely monitor and adjust their positions in companies like Micron, which can signal broader market trends and investor sentiment. The details Fulcrum Asset Management increased its Micron Technology holdings by acquiring an additional 5,430 shares during the third quarter. The firm now owns approximately 1.7% of Micron's outstanding stock, making it one of the company's top 11 institutional investors. Fulcrum Asset Management filed its 13F report for the 3rd quarter of 2026. The players Fulcrum Asset Management LLP An institutional investment firm that manages a portfolio of equity and fixed-income securities. Micron Technology, Inc. A global semiconductor company that designs and manufactures memory and storage solutions for a wide range of computing and electronic devices. Got photos? Submit your photos here. ›
(RTTNews) - Boyd Group Services Inc. (BYD_UN.TO) announced earnings for its fourth quarter that Increases, from last year The company's earnings totaled $4.79 million, or $0.19 per share. This compares with $2.44 million, or $0.11 per share, last year. Excluding items, Boyd Group Services Inc. reported adjusted earnings of $22.77 million or $0.90 per share for the period. The company's revenue for...
(RTTNews) - Boyd Group Services Inc. (BYD_UN.TO) announced earnings for its fourth quarter that Increases, from last year The company's earnings totaled $4.79 million, or $0.19 per share. This compares with $2.44 million, or $0.11 per share, last year. Excluding items, Boyd Group Services Inc. reported adjusted earnings of $22.77 million or $0.90 per share for the period. The company's revenue for the period rose 5.5% to $793.85 million from $752.33 million last year. Boyd Group Services Inc. earnings at a glance (GAAP) : -Earnings: $4.79 Mln. vs. $2.44 Mln. last year. -EPS: $0.19 vs. $0.11 last year. -Revenue: $793.85 Mln vs. $752.33 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Silvant Capital Management LLC increased its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 1.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 2,164,303 shares of the computer hardware maker's stock after buying an additional 38,593 shares during the quarter. NVIDIA comprises about 14.0% of Silvant Capital Man...
Silvant Capital Management LLC increased its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 1.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 2,164,303 shares of the computer hardware maker's stock after buying an additional 38,593 shares during the quarter. NVIDIA comprises about 14.0% of Silvant Capital Management LLC's portfolio, making the stock its biggest position. Silvant Capital Management LLC's holdings in NVIDIA were worth $403,816,000 at the end of the most recent reporting period. A number of other hedge funds have also recently added to or reduced their stakes in NVDA. Winnow Wealth LLC acquired a new stake in NVIDIA in the 2nd quarter valued at $32,000. Longfellow Investment Management Co. LLC lifted its stake in shares of NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock valued at $33,000 after buying an additional 67 shares in the last quarter. Spurstone Advisory Services LLC acquired a new position in shares of NVIDIA during the second quarter valued at about $40,000. Sellwood Investment Partners LLC bought a new stake in shares of NVIDIA during the third quarter worth about $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd acquired a new stake in shares of NVIDIA in the 2nd quarter worth about $54,000. Institutional investors and hedge funds own 65.27% of the company's stock. Get NVIDIA alerts: Sign Up More NVIDIA News Here are the key news stories impacting NVIDIA this week: Positive Sentiment: Management projected more than $1 trillion in demand for Blackwell and Rubin systems through 2027 — a very large addressable market that underpins long-term revenue upside. Read More. Management projected more than $1 trillion in demand for Blackwell and Rubin systems through 2027 — a very large addressable market that underpins long-term revenue upside. Read More. Positive Sentiment...
Silvant Capital Management LLC boosted its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 2.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 852,692 shares of the iPhone maker's stock after purchasing an additional 19,959 shares during the period. Apple comprises approximately 7.5% of Silvant Capital M...
Silvant Capital Management LLC boosted its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 2.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 852,692 shares of the iPhone maker's stock after purchasing an additional 19,959 shares during the period. Apple comprises approximately 7.5% of Silvant Capital Management LLC's investment portfolio, making the stock its 3rd biggest position. Silvant Capital Management LLC's holdings in Apple were worth $217,121,000 at the end of the most recent quarter. Other large investors have also recently modified their holdings of the company. Sellwood Investment Partners LLC boosted its stake in Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock valued at $34,000 after buying an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC raised its stake in Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after acquiring an additional 180 shares in the last quarter. LSV Asset Management acquired a new position in Apple during the fourth quarter worth about $65,000. Morgan Dempsey Capital Management LLC lifted its holdings in shares of Apple by 41.0% in the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker's stock worth $88,000 after acquiring an additional 125 shares during the last quarter. Finally, HFM Investment Advisors LLC acquired a new stake in shares of Apple in the 1st quarter valued at approximately $99,000. Institutional investors and hedge funds own 67.73% of the company's stock. Get Apple alerts: Sign Up Apple News Roundup Here are the key news stories impacting Apple this week: Apple Stock Up 0.6% Shares of AAPL opened at $254.23 on Wednesday. The stock's 50-day moving average price is $261.63 and its two-hundred day mov...
Kozak & Associates Inc. decreased its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 10.4% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 141,069 shares of the computer hardware maker's stock after selling 16,408 shares during the period. NVIDIA comprises approximately 5.0% of Kozak &...
Kozak & Associates Inc. decreased its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 10.4% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 141,069 shares of the computer hardware maker's stock after selling 16,408 shares during the period. NVIDIA comprises approximately 5.0% of Kozak & Associates Inc.'s holdings, making the stock its 8th largest holding. Kozak & Associates Inc.'s holdings in NVIDIA were worth $26,323,000 at the end of the most recent reporting period. Several other institutional investors also recently modified their holdings of NVDA. Winnow Wealth LLC acquired a new stake in shares of NVIDIA during the 2nd quarter valued at about $32,000. Longfellow Investment Management Co. LLC raised its position in NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock worth $33,000 after purchasing an additional 67 shares in the last quarter. Spurstone Advisory Services LLC acquired a new position in NVIDIA in the second quarter worth about $40,000. Sellwood Investment Partners LLC bought a new position in NVIDIA during the third quarter worth about $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new position in NVIDIA during the second quarter worth about $54,000. Institutional investors and hedge funds own 65.27% of the company's stock. Get NVIDIA alerts: Sign Up Analyst Upgrades and Downgrades Several analysts recently commented on NVDA shares. Bank of America boosted their price target on NVIDIA from $275.00 to $300.00 and gave the company a "buy" rating in a research note on Thursday, February 26th. Rothschild & Co Redburn lifted their price objective on NVIDIA from $245.00 to $268.00 and gave the company a "buy" rating in a report on Thursday, January 15th. Robert W. Baird boosted their target price on shares of NVIDIA from $275.00 to $300.00 and gave ...
Kozak & Associates Inc. cut its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 50,725 shares of the software giant's stock after selling 2,945 shares during the quarter. Microsoft accounts for about 4.9% of Kozak & Associates Inc.'s investment port...
Kozak & Associates Inc. cut its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 50,725 shares of the software giant's stock after selling 2,945 shares during the quarter. Microsoft accounts for about 4.9% of Kozak & Associates Inc.'s investment portfolio, making the stock its 9th largest holding. Kozak & Associates Inc.'s holdings in Microsoft were worth $25,743,000 as of its most recent filing with the Securities and Exchange Commission (SEC). A number of other large investors have also bought and sold shares of the stock. Longfellow Investment Management Co. LLC raised its holdings in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after buying an additional 20 shares during the last quarter. Bayforest Capital Ltd bought a new position in shares of Microsoft during the third quarter valued at about $38,000. Sellwood Investment Partners LLC purchased a new stake in shares of Microsoft during the third quarter worth about $49,000. University of Illinois Foundation bought a new stake in shares of Microsoft in the second quarter worth about $50,000. Finally, LSV Asset Management purchased a new position in Microsoft during the 4th quarter valued at about $44,000. 71.13% of the stock is owned by hedge funds and other institutional investors. Get Microsoft alerts: Sign Up Microsoft Trading Down 0.1% NASDAQ MSFT opened at $399.41 on Wednesday. The firm has a market capitalization of $2.97 trillion, a PE ratio of 24.98, a P/E/G ratio of 1.56 and a beta of 1.10. The stock's 50 day moving average is $424.42 and its 200 day moving average is $474.29. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ra...
Silvant Capital Management LLC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 615,535 shares of the software giant's stock after buying an additional 23,091 shares during the quarter. Microsoft makes up 11.1% of ...
Silvant Capital Management LLC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 615,535 shares of the software giant's stock after buying an additional 23,091 shares during the quarter. Microsoft makes up 11.1% of Silvant Capital Management LLC's portfolio, making the stock its 2nd largest position. Silvant Capital Management LLC's holdings in Microsoft were worth $318,816,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Several other large investors also recently added to or reduced their stakes in the stock. WFA Asset Management Corp raised its holdings in shares of Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after acquiring an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. increased its position in Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC increased its position in Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after purchasing an additional 2,138 shares during the period. Wealth Group Ltd. raised its holdings in shares of Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC lifted its position in shares of Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after purchasing a...
Kozak & Associates Inc. reduced its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 3.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 88,491 shares of the iPhone maker's stock after selling 3,334 shares during the period. Apple accounts for about 4.5% of Kozak & Associates Inc.'s portfolio,...
Kozak & Associates Inc. reduced its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 3.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 88,491 shares of the iPhone maker's stock after selling 3,334 shares during the period. Apple accounts for about 4.5% of Kozak & Associates Inc.'s portfolio, making the stock its 10th largest holding. Kozak & Associates Inc.'s holdings in Apple were worth $23,668,000 as of its most recent filing with the Securities and Exchange Commission (SEC). A number of other large investors have also made changes to their positions in the stock. Isthmus Partners LLC grew its holdings in Apple by 6.4% in the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker's stock valued at $25,000 after buying an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC boosted its position in shares of Apple by 110.9% during the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock valued at $34,000 after acquiring an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC grew its holdings in shares of Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock valued at $42,000 after purchasing an additional 180 shares during the period. LSV Asset Management purchased a new stake in shares of Apple in the fourth quarter valued at about $65,000. Finally, 49 Wealth Management LLC increased its position in Apple by 15.7% during the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker's stock worth $76,000 after purchasing an additional 40,543 shares during the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors. Get Apple alerts: Sign Up Apple Stock Up 0.6% NASDAQ:AAPL opened at $254.23 on Wednesday. The company h...
Silvant Capital Management LLC cut its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 8.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 153,723 shares of the social networking company's stock after selling 14,012 shares during the quarter. Meta Platforms comprises approximately 3.9% of Si...
Silvant Capital Management LLC cut its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 8.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 153,723 shares of the social networking company's stock after selling 14,012 shares during the quarter. Meta Platforms comprises approximately 3.9% of Silvant Capital Management LLC's portfolio, making the stock its 6th biggest holding. Silvant Capital Management LLC's holdings in Meta Platforms were worth $112,891,000 as of its most recent SEC filing. Several other large investors have also modified their holdings of META. Brighton Jones LLC raised its position in shares of Meta Platforms by 1.7% in the 4th quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company's stock worth $20,230,000 after buying an additional 570 shares during the period. Revolve Wealth Partners LLC grew its position in Meta Platforms by 10.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company's stock valued at $5,537,000 after acquiring an additional 875 shares during the period. Headwater Capital Co Ltd increased its stake in Meta Platforms by 294.7% during the first quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company's stock worth $86,454,000 after acquiring an additional 112,000 shares during the last quarter. Dymon Asia Capital Singapore PTE. LTD. purchased a new position in shares of Meta Platforms in the 2nd quarter worth about $213,000. Finally, Capital & Planning LLC purchased a new position in shares of Meta Platforms in the 2nd quarter worth about $322,000. 79.91% of the stock is currently owned by hedge funds and other institutional investors. Get Meta Platforms alerts: Sign Up Key Headlines Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this week: Analysts Set New Price Targets A nu...