伊朗局勢｜據報伊朗霍爾木茲海峽設水雷 美軍：炸毀16艘涉事船艦 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美軍中央司令部稱炸毀了16艘負責放置水雷的伊朗船艦。 中央司令部發放在霍爾木茲海峽附近炸毀負責放置水雷...
伊朗局勢｜據報伊朗霍爾木茲海峽設水雷 美軍：炸毀16艘涉事船艦 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美軍中央司令部稱炸毀了16艘負責放置水雷的伊朗船艦。 中央司令部發放在霍爾木茲海峽附近炸毀負責放置水雷的伊朗船艦片段，美國有線新聞網絡報道，伊朗過去數天已在海峽附近設置數十枚水雷。總統特朗普曾發文指沒有情報顯示伊朗這樣做，不過假若有水雷而伊朗不清除，將要面臨前所未見的後果，他之後發文確認美軍炸毀負責放下水雷的船隻，強調會繼續迅速、猛烈打擊。 另外，能源部長賴特一度發文指美軍已為通過霍爾木茲海峽的船隻護航，不過白宮澄清沒有這樣做。
Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. However, it isn't easy to find a great growth stock. In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or n...
Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. However, it isn't easy to find a great growth stock. In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end. However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects. Our proprietary system currently recommends Vanguard Long-Term Tax-Exempt Bond ETF Shares (ASUR) as one such stock. This company not only has a favorable Growth Score, but also carries a top Zacks Rank. Studies have shown that stocks with the best growth features consistently outperform the market. And returns are even better for stocks that possess the combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy). While there are numerous reasons why the stock of this company is a great growth pick right now, we have highlighted three of the most important factors below: Earnings Growth Arguably nothing is more important than earnings growth, as surging profit levels is what most investors are after. And for growth investors, double-digit earnings growth is definitely preferable, and often an indication of strong prospects (and stock price gains) for the company under consideration. While the historical EPS growth rate for Vanguard Long-Term Tax-Exempt Bond ETF Shares is 27.2%, investors should actually focus on the projected growth. The company's EPS is expected to grow 17.4% this year, crushing the industry average, which calls for EPS growth of 13.5%. Cash Flow Growth Cash is the lifeblood of any business, but higher-than-average cash flow growth is more beneficial and important for growth-...
Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a great growth stock is not easy at all. That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end c...
Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a great growth stock is not easy at all. That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss. However, the task of finding cutting-edge growth stocks is made easy with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects. Sun Country Airlines Holdings, Inc. (SNCY) is one such stock that our proprietary system currently recommends. The company not only has a favorable Growth Score, but also carries a top Zacks Rank. Studies have shown that stocks with the best growth features consistently outperform the market. And returns are even better for stocks that possess the combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy). While there are numerous reasons why the stock of this company is a great growth pick right now, we have highlighted three of the most important factors below: Earnings Growth Earnings growth is arguably the most important factor, as stocks exhibiting exceptionally surging profit levels tend to attract the attention of most investors. And for growth investors, double-digit earnings growth is definitely preferable, and often an indication of strong prospects (and stock price gains) for the company under consideration. While the historical EPS growth rate for Sun Country Airlines is 29.4%, investors should actually focus on the projected growth. The company's EPS is expected to grow 47.9% this year, crushing the industry average, which calls for EPS growth of 47.5%. Cash Flow Growth While cash is the lifeblood of any business, higher-than-average cash flow growth is mo...
Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all. That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lea...
Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all. That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss. However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects. NCS Multistage (NCSM) is one such stock that our proprietary system currently recommends. The company not only has a favorable Growth Score, but also carries a top Zacks Rank. Studies have shown that stocks with the best growth features consistently outperform the market. And for stocks that have a combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy), returns are even better. While there are numerous reasons why the stock of this company is a great growth pick right now, we have highlighted three of the most important factors below: Earnings Growth Earnings growth is arguably the most important factor, as stocks exhibiting exceptionally surging profit levels tend to attract the attention of most investors. For growth investors, double-digit earnings growth is highly preferable, as it is often perceived as an indication of strong prospects (and stock price gains) for the company under consideration. While the historical EPS growth rate for NCS Multistage is 314.4%, investors should actually focus on the projected growth. The company's EPS is expected to grow 11.8% this year, crushing the industry average, which calls for EPS growth of 0.9%. Cash Flow Growth While cash is the lifeblood of any business, higher-than-average cash flow growth is more important and beneficial for growt...
Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a growth stock that can live up to its true potential can be a tough task. That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is ...
Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a growth stock that can live up to its true potential can be a tough task. That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss. However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects, makes it pretty easy to find cutting-edge growth stocks. Subsea 7 SA (SUBCY) is on the list of such stocks currently recommended by our proprietary system. In addition to a favorable Growth Score, it carries a top Zacks Rank. Studies have shown that stocks with the best growth features consistently outperform the market. And returns are even better for stocks that possess the combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy). Here are three of the most important factors that make the stock of this company a great growth pick right now. Earnings Growth Arguably nothing is more important than earnings growth, as surging profit levels is what most investors are after. And for growth investors, double-digit earnings growth is definitely preferable, and often an indication of strong prospects (and stock price gains) for the company under consideration. While the historical EPS growth rate for Subsea 7 is 98.8%, investors should actually focus on the projected growth. The company's EPS is expected to grow 62.7% this year, crushing the industry average, which calls for EPS growth of 0.9%. Cash Flow Growth While cash is the lifeblood of any business, higher-than-average cash flow growth is more important and beneficial for growth-oriented companies than for mature companies. That's because, growth in cash flow...
carstenbrandt/iStock Unreleased via Getty Images Boeing ( BA ) said a wiring defect on some 737 Max aircraft will delay a portion of deliveries, though the company expects to meet its full-year delivery goal for the narrowbody jet. The issue involves minor scratches on wiring caused by a machining error, according to the company. Boeing ( BA ) said the affected aircraft are undergoing rework befor...
carstenbrandt/iStock Unreleased via Getty Images Boeing ( BA ) said a wiring defect on some 737 Max aircraft will delay a portion of deliveries, though the company expects to meet its full-year delivery goal for the narrowbody jet. The issue involves minor scratches on wiring caused by a machining error, according to the company. Boeing ( BA ) said the affected aircraft are undergoing rework before delivery to ensure they meet quality standards. The company didn’t disclose how many planes are affected but said the repairs should take only a few days. Production of new 737 Max aircraft continues at the current pace. The disclosure came as Boeing ( BA ) released its monthly orders and deliveries. Shares slipped modestly in U.S. trading after the announcement. Analysts said the wiring problem could create a short-term headwind for first-quarter results, though it is unlikely to derail Boeing’s ( BA ) broader recovery. Boeing ( BA ) delivered 51 commercial aircraft in February, the strongest result for the month since 2017 and ahead of deliveries by rival Airbus. The 737 program remains central to Boeing’s ( BA ) financial turnaround and debt reduction efforts, much as Airbus relies on its competing A320 family. For February, Boeing ( BA ) reported 21 gross aircraft orders and six cancellations, leaving six net orders after adjustments for deals considered at risk. Orders included 43 737 Max jets, three 787 Dreamliners, three 767 aircraft and two 777 freighters. The company also logged an order for six 767 aircraft tied to the KC-46 tanker program for the U.S. military, though Boeing did not identify the buyer. Boeing’s ( BA ) order backlog slipped slightly to 6,151 aircraft. Separately, the manufacturer is said to be nearing a major potential sale of about 500 737 Max jets that could be announced during a planned visit by Donald Trump to Beijing later this month, though the agreement hasn’t yet been finalized, Bloomberg News reported. More on Boeing Boeing And Airbus D...
Intel stock INTC surged over 4% in Tuesday's late morning session, touching an intraday high of $47.21. The move is not about a single headline, but about three converging reasons that are forcing Wall Street to rethink how it values Intel's recovery. The company's manufacturing credibility, its foundry pipeline, and a wave of AI chip optimism are all hitting at once. The chip that had to work At ...
Intel stock INTC surged over 4% in Tuesday's late morning session, touching an intraday high of $47.21. The move is not about a single headline, but about three converging reasons that are forcing Wall Street to rethink how it values Intel's recovery. The company's manufacturing credibility, its foundry pipeline, and a wave of AI chip optimism are all hitting at once. The chip that had to work At the center of Tuesday's momentum is Intel's 18A process node, and the product it is now powering. Intel Core Ultra Series 3, codenamed Panther Lake, launched at CES 2026 in January and became available on January 27. These are the first Intel chips built entirely on 18A, the company's most advanced manufacturing process, and the most advanced semiconductor node developed and manufactured in the United States. The chips are built at Fab 52 in Chandler, Arizona, which is now in high-volume production. For investors, Panther Lake's launch was not just a product event, it was a credibility test as Intel's entire turnaround thesis rests on proving that 18A works at scale. When former CEO Pat Gelsinger first outlined the foundry ambition years ago, the percentage of chips that come out functional were the big unknown. A process node that can't yield chips reliably is worthless, no matter how technically impressive it is on paper. Panther Lake shipping on schedule is Wall Street's first concrete proof that 18A delivers. That proof is being priced into the stock. Intel's massive ambitions Intel's ambitions go beyond making its own chips. The company wants to manufacture chips for others as compete with Taiwan's TSMC in the global foundry market. That is a massive, high-margin opportunity. And CEO Lip-Bu Tan is now flagging real progress. At the Cisco AI Summit in February, Tan disclosed that Intel had achieved 7–8% monthly yield improvements on 18A and issued a "0.5 PDK," a Process Design Kit that lets potential customers start working on test chips using Intel's process. A PDK re...
Some indicators suggest that equity markets are currently overvalued. For instance, the S&P 500 Shiller CAPE ratio is near multi-year highs. In this environment, it pays to look for bargains, stocks that look cheap right now, given their growth prospects. Here are two examples to consider in the healthcare sector: Pfizer (PFE +1.32%) and Novo Nordisk (NVO 2.85%). 1. Pfizer Pfizer's shares are down...
Some indicators suggest that equity markets are currently overvalued. For instance, the S&P 500 Shiller CAPE ratio is near multi-year highs. In this environment, it pays to look for bargains, stocks that look cheap right now, given their growth prospects. Here are two examples to consider in the healthcare sector: Pfizer (PFE +1.32%) and Novo Nordisk (NVO 2.85%). 1. Pfizer Pfizer's shares are down substantially since they hit their all-time highs in late 2021. It's no wonder. Its financial results have been subpar in the past few years. Here's the good news. Pfizer is currently trading at 9 times forward earnings, compared to the healthcare sector's average of 18.5x. At current levels, the company's shares look attractive considering its deep pipeline that should allow it to replenish its lineup and significantly improve its financial results. Pfizer could make significant progress toward that goal this year as the company plans to start over a dozen phase 3 studies across various candidates. Even with a modest 50% success rate in these late-stage clinical trials, the company should eventually be able to launch lucrative new products. Expand NYSE : PFE Pfizer Today's Change ( 1.32 %) $ 0.35 Current Price $ 27.16 Key Data Points Market Cap $152B Day's Range $ 26.52 - $ 27.29 52wk Range $ 20.91 - $ 27.94 Volume 508K Avg Vol 47M Gross Margin 66.23 % Dividend Yield 6.42 % Two areas where Pfizer is looking to make waves are oncology and the weight loss market. Pfizer has a deep pipeline of candidates in oncology, including one called PF'4404 that looks especially promising, as it belongs to a newer class of medicines that could slowly revolutionize the cancer market. In weight loss, Pfizer's mid-stage candidate demonstrated strong efficacy and encouraging tolerability, making it a potential go-to option for patients looking to minimize side effects while offering convenient once-monthly dosing. Pfizer's comeback won't happen overnight, but for investors willing to hold o...
Key Points Pfizer and Novo Nordisk are trading at (more than) reasonable levels given their underlying strengths. Both drugmakers could make pipeline progress that will allow them to improve their financial results. 10 stocks we like better than Pfizer › Some indicators suggest that equity markets are currently overvalued. For instance, the S&P 500 Shiller CAPE ratio is near multi-year highs. In t...
Key Points Pfizer and Novo Nordisk are trading at (more than) reasonable levels given their underlying strengths. Both drugmakers could make pipeline progress that will allow them to improve their financial results. 10 stocks we like better than Pfizer › Some indicators suggest that equity markets are currently overvalued. For instance, the S&P 500 Shiller CAPE ratio is near multi-year highs. In this environment, it pays to look for bargains, stocks that look cheap right now, given their growth prospects. Here are two examples to consider in the healthcare sector: Pfizer (NYSE: PFE) and Novo Nordisk (NYSE: NVO). 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 » 1. Pfizer Pfizer's shares are down substantially since they hit their all-time highs in late 2021. It's no wonder. Its financial results have been subpar in the past few years. Here's the good news. Pfizer is currently trading at 9 times forward earnings, compared to the healthcare sector's average of 18.5x. At current levels, the company's shares look attractive considering its deep pipeline that should allow it to replenish its lineup and significantly improve its financial results. Pfizer could make significant progress toward that goal this year as the company plans to start over a dozen phase 3 studies across various candidates. Even with a modest 50% success rate in these late-stage clinical trials, the company should eventually be able to launch lucrative new products. Two areas where Pfizer is looking to make waves are oncology and the weight loss market. Pfizer has a deep pipeline of candidates in oncology, including one called PF'4404 that looks especially promising, as it belongs to a newer class of medicines that could slowly revolutionize the cancer market. In weight loss, Pfizer's mid-stage candidate demonstrated strong efficacy...
But that does not mean the risks of the pollutants disappear. They can enter rivers and other waterways, or if they settle and the ground dries then winds can pick them up and they can become resuspended in the air.
But that does not mean the risks of the pollutants disappear. They can enter rivers and other waterways, or if they settle and the ground dries then winds can pick them up and they can become resuspended in the air.
Krot Studio/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify AI startup Advanced Machine Intelligence also names its CEO . (0:15) Anthropic warns Pentagon blacklist could slash revenue by billions . (1:04) Bill Ackman’s fund files for IPO on NYSE . (2:49) This is an abridged transcript of the podcast: Our top story so far, AI startup Advanced Machine Intelligence, fo...
Krot Studio/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify AI startup Advanced Machine Intelligence also names its CEO . (0:15) Anthropic warns Pentagon blacklist could slash revenue by billions . (1:04) Bill Ackman’s fund files for IPO on NYSE . (2:49) This is an abridged transcript of the podcast: Our top story so far, AI startup Advanced Machine Intelligence, founded by former Meta Platforms ( META ) Chief AI Scientist Yann LeCun, has raised $1B in seed funding. The company says it is building a new breed of AI systems that understand the world, have persistent memory, can reason and plan, and are controllable and safe. AMI had already reached a $3.5B pre-money valuation, according to Reuters. The startup — less than three months old — said the round was co-led by Cathay Innovation, Greycroft, Hiro Capital, HV Capital, and Bezos Expeditions, among others. AMI is also appointing Alex LeBrun as CEO. LeBrun has spent 24 years building AI products, including work on chatbots, natural-language systems, Facebook’s M assistant, and healthcare AI. Yann LeCun, who spent more than 12 years at Facebook before leaving in January, has said Meta will not invest in his company. And there’s more AI news as Anthropic ( ANTHRO ) takes the Pentagon to court, CFO Krishna Rao said in a filing that the government’s blacklisting could reduce the company’s 2026 revenue by multiple billions of dollars. “If the government’s actions are allowed to stand — and if the ripple effect comes to pass — it would be almost impossible to reverse,” Rao said. Nvidia ( NVDA ) has made a “significant” investment in Thinking Machines and will supply the startup with chips in a multi-year deal. Thinking Machines Lab — run by former OpenAI ( OPENAI ) CTO Mira Murati — said it will deploy at least one gigawatt of Nvidia’s Vera Rubin systems to support frontier-model training. Applied Materials ( AMAT ) has partnered with Micron Technology ( MU ) to develop DRAM, high-bandwid...
Earnings Call Insights: Willis Lease Finance Corporation (WLFC) Q4 2025 Management View Austin Willis, CEO, opened by highlighting record revenues for the fourth quarter of $193.6 million, a 27% increase year-over-year, and record full-year revenues of $730.2 million, up 28%. Willis stated, "We saw strong utilization of our lease portfolio throughout the year, averaging 85%, up from 83% in 2024, w...
Earnings Call Insights: Willis Lease Finance Corporation (WLFC) Q4 2025 Management View Austin Willis, CEO, opened by highlighting record revenues for the fourth quarter of $193.6 million, a 27% increase year-over-year, and record full-year revenues of $730.2 million, up 28%. Willis stated, "We saw strong utilization of our lease portfolio throughout the year, averaging 85%, up from 83% in 2024, while retaining an average lease rental factor in excess of 1% per month." He emphasized the declaration of a recurring dividend of $0.40 per share and noted the company’s expansion into asset management with the launch of Willis Aviation Capital, which includes a $600 million fund with Liberty Mutual Insurance and a separate fund with Blackstone Credit & Insurance for over $1 billion. Willis explained that the company will earn a servicing fee and carried interest from both funds, saying, "By establishing these funds, we can increase our return on equity through fee income and carried interest, pursue more transactions that otherwise would have been too large for us…" He announced the cessation of the sustainable aviation fuel project, stating, "We elected to no longer pursue our sustainable aviation fuel project. This was a very difficult decision but we decided that ultimately, our right to win in the space wasn't as strong as we feel is necessary to support the type of investment that is required." Willis welcomed David Hooke to run M&A and announced Brian Hole’s transition to head Willis Aviation Capital. CFO Scott Flaherty said, "Revenues of $730.2 million, up 28.3% from 2024 and record earnings before tax or EBT of $160.6 million for the year. Adjusted EBITDA, a new metric we are reporting, highlighting the strength of the cash flow of the Willis Enterprise was $459.1 million, up 16.6% from $393.7 million in the prior year." Outlook Willis stated, "The outlook for engine shop visits remains strong through the mid-2030s. While we expect to see shop visits taper for the...
Robinhood's recent "Take Flight" event marks a strategic pivot from a simple trading app to a comprehensive "financial super-app" for families. By introducing trust and custodial accounts, the platform is moving beyond traders to capture every age of investor. In addition to adding custodial accounts, Robinhood introduced a Platinum Card, an invite-only, solid platinum-plated card with a $695 annu...
Robinhood's recent "Take Flight" event marks a strategic pivot from a simple trading app to a comprehensive "financial super-app" for families. By introducing trust and custodial accounts, the platform is moving beyond traders to capture every age of investor. In addition to adding custodial accounts, Robinhood introduced a Platinum Card, an invite-only, solid platinum-plated card with a $695 annual fee aimed at high-net-worth users. But the card may not be the growth driver many think it will be, which I dig into in this video. *Stock prices used were end-of-day prices of March 5, 2026. The video was published on March 9, 2026. Continue reading
深水埗4歲非裔男童獨留家中 狂掟玩具落街 29歲母被捕 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】深水埗有人高空擲物，揭發一名四歲男童遭獨留在家，警方以涉嫌疏忽照顧拘捕男童母親。 網上片段見到，高層單位有人把...
深水埗4歲非裔男童獨留家中 狂掟玩具落街 29歲母被捕 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】深水埗有人高空擲物，揭發一名四歲男童遭獨留在家，警方以涉嫌疏忽照顧拘捕男童母親。 網上片段見到，高層單位有人把大量雜物從窗外擲下街，擊毀停在路邊私家車，玻璃窗粉碎。深夜12時許，警方接報大南街一幢唐樓有人高空擲物，將玩具、電熱水煲及音樂鼓等掟落街。警方到場調查，發現一名非洲裔男童遭人獨自留在屋內，拘捕其29歲母親涉嫌疏忽照顧。
ASP Isotopes Jump On "Material Progress Toward Commercial Uranium Enrichment" Just days after we covered the story on Quantum Leap Energy’s non-binding MOU with a major U.S. nuclear utility, Canaccord Genuity analyst George Gianarikas reiterated his buy rating on the beaten down ASP Isotopes, with an $11 price target citing “material progress” toward commercial uranium enrichment on two continents...
ASP Isotopes Jump On "Material Progress Toward Commercial Uranium Enrichment" Just days after we covered the story on Quantum Leap Energy’s non-binding MOU with a major U.S. nuclear utility, Canaccord Genuity analyst George Gianarikas reiterated his buy rating on the beaten down ASP Isotopes, with an $11 price target citing “material progress” toward commercial uranium enrichment on two continents. On February 23, QLE inked a Pre-Implementation Services Contract with South Africa’s Necsa to site, design, build, and operate an enrichment facility at the Pelindaba complex. The deal gives QLE access to existing nuclear infrastructure, utilities, and a joint oversight committee. Gianarikas says it’s the clearest signal yet that licensed HALEU production in South Africa is moving from lab to market readiness. The March 6 MOU we highlighted last week adds the U.S. piece: the unnamed utility will potentially help stand up domestic HALEU and LEU+ enrichment, conversion, and deconversion capacity while discussing offtake and financing. That’s critical ahead of the 2028 Russian uranium import ban we’ve repeatedly flagged as the biggest catalyst for non-adversarial supply chains . The report also spotlights accelerating LEU+ adoption by conventional fleets. Westinghouse loaded the first ~6% LEU+ test assemblies at Southern Company’s Vogtle Unit 2 last April. Urenco secured NRC approval to enrich to 10% and produced its first commercial batch in December. Framatome is upgrading its Richland plant and just filed for an 8% enrichment limit. Partners include Constellation (23% of U.S. nuclear output), Duke, Entergy, and Vistra. As we first detailed after the Silicon-28 mega-contract and US radiopharmacy buy, then again when Trump Jr. and Eric Trump-backed funds poured in and when Renergen cleared regulatory hurdles , Canaccord is framing ASPI is one of the few names positioned across HALEU, medical isotopes, and quantum materials: a veritable cornucopia of next gen energy buzzword...
Key Points Port Capital LLC bought 446,260 shares of Atmus Filtration Technologies; estimated transaction value $21.60 million (based on quarterly average price). Quarter-end position value increased by $26.10 million, reflecting both trading activity and price movement. Change represented a 0.93% shift in the fund’s reportable assets under management (AUM) as reported in its 13F. Post-trade holdi...
Key Points Port Capital LLC bought 446,260 shares of Atmus Filtration Technologies; estimated transaction value $21.60 million (based on quarterly average price). Quarter-end position value increased by $26.10 million, reflecting both trading activity and price movement. Change represented a 0.93% shift in the fund’s reportable assets under management (AUM) as reported in its 13F. Post-trade holdings: 876,720 shares valued at $45.51 million as of Dec. 31, 2025. The position now accounts for 1.96% of 13F AUM, placing it outside the fund's top five holdings. 10 stocks we like better than Atmus Filtration Technologies › What happened According to a filing with the Securities and Exchange Commission dated Feb. 17, 2026, Port Capital LLC increased its stake in Atmus Filtration Technologies (NYSE:ATMU) by 446,260 shares. The estimated transaction value was $21.60 million, based on the average quarterly closing price. The value of the position at quarter-end rose by $26.10 million, which reflects both share purchases and price changes during the period. What else to know Port Capital added to its Atmus Filtration Technologies position, bringing its position to 1.96% of reported AUM. Top holdings after the filing: Heico Class A Shares : $217.13 million (9.4% of AUM) RBC Bearings : $165.85 million (7.2% of AUM) Amphenol : $125.50 million (5.4% of AUM) Teledyne Technology : $120.77 million (5.2% of AUM) Ametek : $92.74 million (4.0% of AUM) As of March 9, 2026, shares of Atmus Filtration Technologies were priced at $58.21, up 55.7% over the past year; one-year alpha versus the S&P 500 was 36 percentage points. Company overview Metric Value Revenue (TTM) $1.76 billion Net income (TTM) $207.40 million Dividend yield 0.36% Price (as of market close March 9, 2026) $58.21 Company snapshot Atmus Filtration Technologies: Provides filtration products, including fuel, lube, air, hydraulic filters, crankcase ventilation systems, and coolants, primarily under the Fleetguard brand Genera...
Meta Platforms (META) must strengthen its rules for identifying and labeling deceptive AI-generated Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
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Elijah-Lovkoff/iStock via Getty Images As I’ve covered in the past , the Argentina economy has been through a transformation period following the election of a new liberal President, Javier Milei back in 2023, which was quite positive for the banking sector. However, election results have been mixed since then, with its political Party losing elections in the Buenos Aires province last September, ...
Elijah-Lovkoff/iStock via Getty Images As I’ve covered in the past , the Argentina economy has been through a transformation period following the election of a new liberal President, Javier Milei back in 2023, which was quite positive for the banking sector. However, election results have been mixed since then, with its political Party losing elections in the Buenos Aires province last September, raising doubts that structural reforms could go ahead. This resulted on negative sentiment toward Argentine banks for a great part of 2025, but national midterms elections last October were good for Milei’s Party, sparking a major relief rally for banking stocks at the time. Given this background, it’s not surprising to see that Banco Macro S.A. ( BMA ) has performed extremely well since my last article back in September 2025, up by more than 65% including dividends, beating the overall stock market ( SPY ) by a wide margin during the same period. Article performance (Seeking Alpha) This shows that Banco Macro’s, and its Argentine peers, investment case is largely based on the political and macroeconomic landscape in the country. Nevertheless, from a fundamental point of view the banking sector is also overhauling itself, from business models based on taking loans and buying government securities, towards ‘normal’ banking operations of making loans & taking deposits. Indeed, credit penetration in Argentina is among the lowest across Latin America, boding well for loan growth for many years ahead if macroeconomic conditions continue to stabilize in the country. One of the main issues in the past was hyperinflation, with a peak 25% monthly rate back in 2023, which has come down considerably during the past couple of years. Nevertheless, the monthly inflation rate is still around 3% and has trending upwards in recent months, showing that inflation has not fully stabilized in Argentina. Monthly inflation rate (Trading Economics) Regarding other macroeconomic indicators, GDP has...
Wall Street piled into risk on Tuesday as oil prices retreated. The Nasdaq Composite rallied 0.7%, while the S&P 500 gained 0.5%. The Dow rose 300 points, or 0.6%. Momentum, small-caps, growth, and technology were among the market’s leading strategies on Tuesday.
Wall Street piled into risk on Tuesday as oil prices retreated. The Nasdaq Composite rallied 0.7%, while the S&P 500 gained 0.5%. The Dow rose 300 points, or 0.6%. Momentum, small-caps, growth, and technology were among the market’s leading strategies on Tuesday.