Check out some of the companies making the biggest moves midday: Hims & Hers Health – Shares of the telehealth company jumped 3%. Bank of America upgraded the stock to neutral from underperform after Novo Nordisk dropped its patent infringement case against Hims, and the companies agreed that Hims would sell Novo's Ozempic and Wegovy drugs on its platform. Novo's move to drop the case is "a clear ...
Check out some of the companies making the biggest moves midday: Hims & Hers Health – Shares of the telehealth company jumped 3%. Bank of America upgraded the stock to neutral from underperform after Novo Nordisk dropped its patent infringement case against Hims, and the companies agreed that Hims would sell Novo's Ozempic and Wegovy drugs on its platform. Novo's move to drop the case is "a clear positive in our view as it removes litigation and related credit risk – the primary driver of the new and higher multiple in our model," wrote analyst Allen Lutz in a Tuesday note. BioNTech – U.S.-traded shares of the German biotech company cratered more than 20%. BioNTech announced that its co-founders, Prof. Ugur Sahin, M.D. and Prof. Özlem Türeci, M.D., would leave to establish and lead an independent company. Separately, BioNTech reported a fourth-quarter net loss of 305 million euros. SolarEdge Technologies — The solar stock surged nearly 10% after Bank of America upgraded it to neutral from underperform. The Wall Street firm said SolarEdge's margin trajectory, revenue cadence and liquidity have all stabilized enough to materially reduce downside risk. West Pharmaceutical Services — The drugmaker fell 6% after it said CEO and chairman Eric Green will retire in the second half of 2026. United Natural Foods — Shares lost almost 3%. The grocery distributor reported revenue of $7.95 billion in its fiscal second quarter, short of the $8.11 billion expected by analysts polled by FactSet. United Natural also lowered its full-year revenue guidance and now anticipates a range of $31 billion to $31.4 billion, versus prior guidance of $31.6 billion to $32 billion. Kohl's — Shares rose 1% after the retailer reiterated that it was working on a turnaround plan. Kohls tumbled posted disappointing fourth-quarter revenue of $4.97 billion, below the LSEG consensus of $5.03 billion, while fourth-quarter adjusted earnings of $1.07 per share topped the expected 85 cents per share. Casey's ...
A death in the family is always a reckoning. In this absorbing revival of Ryan Craig’s play from 2011, it is also an unravelling, one in which morality and geopolitics play out on a highly patterned carpet in a Jewish suburban dining room. It’s 2009 and the Rosenbergs have lost their eldest son, who left north London to fight for Israel. His death is a further blow to the family and its venerable ...
A death in the family is always a reckoning. In this absorbing revival of Ryan Craig’s play from 2011, it is also an unravelling, one in which morality and geopolitics play out on a highly patterned carpet in a Jewish suburban dining room. It’s 2009 and the Rosenbergs have lost their eldest son, who left north London to fight for Israel. His death is a further blow to the family and its venerable catering company (dad “reckons some ancient relative catered the Last Supper”). There was the suspected food poisoning, while daughter Ruth (a rebarbative Dorothea Myer-Bennett, excellent) is a lawyer investigating human rights abuses in the war on Gaza – an inquiry which only heightens tensions within the community. Craig describes his plays as “comic tragedies”, and there’s certainly humour in Lindsay Posner’s finely acted production as the Rosenberg parents, never knowingly under-catered, frantically paper over the cracks. Goujons are lauded, macaroons and marble cake foisted on the unwilling. View image in fullscreen Finely acted … Dorothea Myer-Bennett (Ruth Rosenberg) and Adrian Lukis (Sir Stephen Crossley) in The Holy Rosenbergs. Photograph: Manuel Harlan Tracy-Ann Oberman’s bleary Lesley, ferrying finger bowls and levelling candle wicks, is the family’s glue. Even when she collapses, she’s immediately on her feet (“Oh, don’t make a whole production”). But even she can’t buttress Nicholas Woodeson’s David, a dynamo of self-delusion. David has defiantly mounted pillars beside the front door (“chav palace,” sneers his wastrel younger son) – he’s desperate to be a pillar of the community that is turning its back on him. Set on a single fraught evening, it’s the sort of play where characters representing useful debating positions happen to pop in, carrying crucial reports in buff envelopes. Despite the spuming argument, it’s the bleak silences when talk fades away that are most eloquent: when Woodeson’s gaze turns inward and we see his defeat. This is a horribly apposite...
Nastco/iStock Editorial via Getty Images Bitcoin has proven some resilience in the latest bout of geopolitical upheaval . WTI crude oil nearly touched $120 last Sunday night as uncertainty in the US-Iran war escalated. Now, had that occurred a few months ago, crypto would have likely been under major pressure, given its high-risk correlation. But we didn’t see that this go-round. In fact, bitcoin ...
Nastco/iStock Editorial via Getty Images Bitcoin has proven some resilience in the latest bout of geopolitical upheaval . WTI crude oil nearly touched $120 last Sunday night as uncertainty in the US-Iran war escalated. Now, had that occurred a few months ago, crypto would have likely been under major pressure, given its high-risk correlation. But we didn’t see that this go-round. In fact, bitcoin held its February low—right at key support I laid out earlier this year. Today, I’m revisiting the iShares Bitcoin ETF ( IBIT ). I had a buy rating on the fund in early February , and while the product is down 10% since then, I assert that the possession arrow has shifted in the bulls’ favor... as March Madness gets going. After tagging key support, we have new levels to watch heading into the springtime. YTD Returns: Bitcoin Lags US & Global Stocks, Bonds, Commodities Stockcharts.com According to the issuer , IBIT enables investors to get exposure to Bitcoin through the convenience of an exchange-traded product, helping remove the operational, tax, and custody complexities of holding Bitcoin directly. IBIT is a large ETF, now with $53 billion in assets under management as of March 9, 2026. Its annual expense ratio is somewhat low at 25 basis points, while there is no trailing 12-month dividend yield . Given that there are no cash flows to shareholders, and volatility is high, this is an ideal asset to hold in a taxable brokerage account (and not a tax-sheltered vehicle like an IRA or brokerage 401(k) account). Share-price momentum is dreadful today, earning the product a poor F ETF Grade in that category by Seeking Alpha’s quantitative scoring system. I’ll note later, however, that both absolute and relative strength have improved in the last few weeks. Of course, with very high historical standard deviation metrics, the ETF Risk Grade is also poor. Many investors have questions about position sizing—I laid out last time that a 1-2% portfolio stake is appropriate, in my vi...
Citigroup ( C ) stock was rising after the banking giant expressed confidence in its Return on Tangible Common Equity (ROTCE) target, and said they expect mid-teens growth in Q1 investment banking fees. The New York-based diversified bank presented at the RBC Capital Markets Global Financial Institutions Conference today at 8:40 AM EDT. Shares were 2.44% higher at $109.19 during Tuesday's late mor...
Citigroup ( C ) stock was rising after the banking giant expressed confidence in its Return on Tangible Common Equity (ROTCE) target, and said they expect mid-teens growth in Q1 investment banking fees. The New York-based diversified bank presented at the RBC Capital Markets Global Financial Institutions Conference today at 8:40 AM EDT. Shares were 2.44% higher at $109.19 during Tuesday's late morning trade. When asked about growth in investment banking this quarter, CEO Jane Fraser touched on the ongoing uncertainty in the Middle East and said, "I'd say for the first 2 months and a bit of the quarter, it's been good activity." "When I think about investment banking fees, we're expecting mid-teens growth in fees for the quarter year-over-year," said the CEO, adding that M&A and equity capital markets were the main drivers. "Our markets business, we're expecting mid-teens as well year-over-year, and that's both been strength in equities and fixed income," added Fraser, noting that it can change in the coming 2.5 weeks, considering the Middle East conflict. When asked about the Investor Day coming up in May, the Citi executive said, "I think you'll see the confidence we've got in the 10% to 11% RoTCE for this year." "I think you've seen us with sort of 7% revenue growth for the last few years, despite the various challenges in the environment," she said, noting that they expect good growth in NII from volumes. Citigroup posted better-than-expected earnings in Q4, demonstrating solid underlying growth, with particular strength in investment banking and wealth management. Lackluster results at the markets division were offset by strong growth in investment banking and wealth management. Jane Fraser had signaled that additional layoffs could come this year as the investment bank pushes staff to focus on achieving profitability targets. During the conference presentation, Fraser said severance costs are expected to be a bit lower than last year, but they are front-loading...
RHJ Ramaco Resources ( METC ) said it is discussing potential deals with Japanese companies for rare earths it plans to mine in Wyoming and has met with firms including trading house Sumitomo ( SSUMY ) ( SSUMF ) and energy and materials firm Iwatani ( IWTNF ), Bloomberg reported Tuesday. Ramaco ( METC ) has held meetings with firms to explore how they might get involved in its Brook mine, includin...
RHJ Ramaco Resources ( METC ) said it is discussing potential deals with Japanese companies for rare earths it plans to mine in Wyoming and has met with firms including trading house Sumitomo ( SSUMY ) ( SSUMF ) and energy and materials firm Iwatani ( IWTNF ), Bloomberg reported Tuesday. Ramaco ( METC ) has held meetings with firms to explore how they might get involved in its Brook mine, including offtake agreements, direct investments, and technical cooperation, CEO Randall Atkins told Bloomberg in an interview. A collaboration with Japanese companies could align with the Trump administration’s trade deal with Japan, which calls for the country to invest $550B in U.S. projects, Atkins said. Japan is one of the countries working to cut its reliance on China, who dominates the rare earths global supply chain, and China has banned exports to Japan of dual-use products with possible military applications, including rare earths. Ramaco ( METC ) is conducting a pre-feasibility study for the Brook mine that it aims to complete in late 2026, the CEO also said. More on Ramaco Ramaco Resources Q4 2025 Earnings Call Presentation Ramaco Resources: Buyback Strength, But The Cycle Still Matters Ramaco Resources: A Struggling Coal Business Pivoting Into Critical Minerals With Huge Downside Risk
The U.S. and Israel launch military strikes against Iran in Tehran, Iran, on March 7, 2026, local time. Photo: IC When artillery fire erupted on Feb. 28, Zhang Xin was in northern central Tehran finalizing his departure procedures. A third‑year graduate student in Iranian studies at the University of Tehran, Zhang had planned to return to China the following week. At about 9:40 a.m., sudden explos...
The U.S. and Israel launch military strikes against Iran in Tehran, Iran, on March 7, 2026, local time. Photo: IC When artillery fire erupted on Feb. 28, Zhang Xin was in northern central Tehran finalizing his departure procedures. A third‑year graduate student in Iranian studies at the University of Tehran, Zhang had planned to return to China the following week. At about 9:40 a.m., sudden explosions in the downtown area shattered those plans. The blasts were only a few kilometers away. Jets roared overhead. Behind a government building, a massive cloud of smoke billowed into the sky, quickly blanketing the street and filling the air with the acrid smell of sulfur. Zhang’s first instinct was to pull out his phone and take a picture.
Dividend Kings, or companies with 50 or more consecutive years of annual dividend growth, represent some of the highest-quality stocks out there. They can make for great long-term investments in both bull and bear markets. There are 57 Dividend Kings, with all sectors represented, from consumer stocks to utility stocks. Among this smattering of blue chip dividend stocks, right now, three stand out...
Dividend Kings, or companies with 50 or more consecutive years of annual dividend growth, represent some of the highest-quality stocks out there. They can make for great long-term investments in both bull and bear markets. There are 57 Dividend Kings, with all sectors represented, from consumer stocks to utility stocks. Among this smattering of blue chip dividend stocks, right now, three stand out as strong buys -- for their price appreciation potential as much as for their impressive dividend growth track records. The three stocks are Genuine Parts (GPC 0.53%), Kimberly-Clark (KMB 0.74%), and Target (TGT +1.21%). Genuine Parts' planned spinoff could unlock tremendous value Last month, Genuine Parts experienced a sharp post-earnings drop on disappointing results and guidance. Even as management announced a potential catalyst for the stock, investors remained focused on weak near-term operating performance. Expand NYSE : GPC Genuine Parts Today's Change ( -0.53 %) $ -0.59 Current Price $ 111.25 Key Data Points Market Cap $15B Day's Range $ 110.44 - $ 111.75 52wk Range $ 104.01 - $ 151.57 Volume 12K Avg Vol 1.3M Gross Margin 34.58 % Dividend Yield 3.71 % The stock has settled, finding support between $115 and $120 per share. This could prove to be an opportune entry point for long-term investors. Post-pullback, shares now sport a forward dividend yield of 3.7%. For most of the past decade, Genuine Parts' dividend yield has been 3% or less. Furthermore, Genuine Parts has raised payouts in each of the last 71 years, with annual growth averaging 5.3% over the past 10 years. Genuine Parts' split-up catalyst could unlock significant value. Best known for its auto parts distribution unit, Genuine Parts also has an industrial parts distribution unit. As industrial distributors, for instance, Fastenal, trade at a valuation premium to Genuine Parts, this may mean big gains for investors buying in before the split. Kimberly-Clark could surge following its pending Kenvue merger ...
Key Points Genuine Parts Co. is best known for its automotive parts distribution business, but split-up plans could unlock the value of its industrial distribution subsidiary. Once Kimberly-Clark completes its Kenvue merger, this Dividend King could see strong gains, driven by likely cost and growth synergies. Target's turnaround remains in motion, paving the way for further share price and divide...
Key Points Genuine Parts Co. is best known for its automotive parts distribution business, but split-up plans could unlock the value of its industrial distribution subsidiary. Once Kimberly-Clark completes its Kenvue merger, this Dividend King could see strong gains, driven by likely cost and growth synergies. Target's turnaround remains in motion, paving the way for further share price and dividend growth. 10 stocks we like better than Genuine Parts › Dividend Kings, or companies with 50 or more consecutive years of annual dividend growth, represent some of the highest-quality stocks out there. They can make for great long-term investments in both bull and bear markets. There are 57 Dividend Kings, with all sectors represented, from consumer stocks to utility stocks. Among this smattering of blue chip dividend stocks, right now, three stand out as strong buys -- for their price appreciation potential as much as for their impressive dividend growth track records. 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 » The three stocks are Genuine Parts (NYSE: GPC), Kimberly-Clark (NASDAQ: KMB), and Target (NYSE: TGT). Genuine Parts' planned spinoff could unlock tremendous value Last month, Genuine Parts experienced a sharp post-earnings drop on disappointing results and guidance. Even as management announced a potential catalyst for the stock, investors remained focused on weak near-term operating performance. The stock has settled, finding support between $115 and $120 per share. This could prove to be an opportune entry point for long-term investors. Post-pullback, shares now sport a forward dividend yield of 3.7%. For most of the past decade, Genuine Parts' dividend yield has been 3% or less. Furthermore, Genuine Parts has raised payouts in each of the last 71 years, with annual growth averaging 5.3% o...
Getty Images Given the launch of Bitcoin ETFs in January 2024, continued regulatory progress has resulted in various other cryptocurrency ETFs coming to market. Investors and traders alike can now buy and sell ETFs tracking spot Bitcoin, Ethereum, Solana, and Ripple. With the emergence of such funds, individuals are presented with a convenient way to invest in the networks that they deem to provid...
Getty Images Given the launch of Bitcoin ETFs in January 2024, continued regulatory progress has resulted in various other cryptocurrency ETFs coming to market. Investors and traders alike can now buy and sell ETFs tracking spot Bitcoin, Ethereum, Solana, and Ripple. With the emergence of such funds, individuals are presented with a convenient way to invest in the networks that they deem to provide the most utility, removing operational burdens associated with holding crypto directly, as well as other various complexities. In this article, we specifically examine Ethereum ETFs through the lens of a long-term investor. We argue that despite the relatively recent introduction of Ethereum ETFs, meaningful differences have emerged between funds. For longer-term investors, the most attractive options are those combining low expense ratios, strong liquidity, and potential exposure to staking rewards. In this respect, the Grayscale Ethereum Staking Mini ETF ( ETH ) currently stands out as the most compelling offering, while the iShares Ethereum Trust ETF ( ETHA ) and Fidelity Ethereum Fund ( FETH ) remain strong alternatives. With that said, asset prices do not always reflect the strength of the underlying network. Given the recent ~60% drawdown in ETH-USD, it is likely that cryptocurrencies as a whole will continue to struggle in the short-to-intermediate term. For that reason, I assign “Hold” ratings to both the underlying asset and Ethereum ETFs but remain largely bullish about future long-term returns. Important Fund Specifics to Consider There are several factors that investors should consider before adding crypto exposure to their portfolios. Specifically, for Ethereum ETFs, those factors include sponsor fees, access to staking, and AUM. Observing the list of available Ethereum ETFs , the landscape remains highly competitive. Among the various funds, the Grayscale Ethereum Staking ETF ( ETHE ) remains the most expensive option with a net expense ratio of 2.50%. While...
After Nvidia’s earnings, some analysts said the company’s annual conference could prove a meaningful catalyst for the stock — but two are now throwing cold water on that idea.
After Nvidia’s earnings, some analysts said the company’s annual conference could prove a meaningful catalyst for the stock — but two are now throwing cold water on that idea.
narvo vexar Cloud services provider Veeva Systems ( VEEV ) on Tuesday announced the acquisition of Ostro, a healthcare-focused brand engagement platform, for a total consideration of approximately $ 100M . Founded in 2019, Ostro caters to more than 50% of the top 20 pharmaceutical companies with its AI-powered tools designed to help customers ask questions and quickly receive approved information ...
narvo vexar Cloud services provider Veeva Systems ( VEEV ) on Tuesday announced the acquisition of Ostro, a healthcare-focused brand engagement platform, for a total consideration of approximately $ 100M . Founded in 2019, Ostro caters to more than 50% of the top 20 pharmaceutical companies with its AI-powered tools designed to help customers ask questions and quickly receive approved information in an easy-to-use format. "Ostro is leading the way in helping brands ensure patients and doctors have instant access to accurate information,” VEEV CEO Peter Gassner remarked. “We're excited to welcome Ostro to the Veeva team as we shape the future of AI-powered customer engagement." Veeva ( VEEV ) said it acquired Ostro using a combination of cash and long-term equity retention grants. The company will initially allow Ostro to operate independently under CEO Chase Feiger before integrating the platform with its Commercial Cloud applications. More on Veeva Systems Veeva Q4: Don't Trust The Post Earnings Jump Veeva Systems: For Now, I Think Concerns About AI Are Exaggerated Veeva Systems Inc. (VEEV) Q4 2026 Earnings Call Transcript Veeva signals CRM to comprise 10% of revenue by 2030 as AI momentum builds Veeva rises on Q4 beats, strong fiscal 2027 guidance
SL Green Realty Corp. SLG has achieved a record-breaking first quarter by leasing the remaining office space at One Madison Avenue to Harvey AI. This includes a 92,663-square-foot expansion. The completion of office leasing cements a remarkable story at One Madison Avenue, a transformational adaptive reuse with construction and lease-up completed on time and budget, at rents exceeding initial unde...
SL Green Realty Corp. SLG has achieved a record-breaking first quarter by leasing the remaining office space at One Madison Avenue to Harvey AI. This includes a 92,663-square-foot expansion. The completion of office leasing cements a remarkable story at One Madison Avenue, a transformational adaptive reuse with construction and lease-up completed on time and budget, at rents exceeding initial underwriting. Following the success of One Vanderbilt (also 100% leased), One Madison highlights SL Green's approach to design and hospitality, in partnerships with industry legends Kohn Pedersen Fox (KPF) and Daniel Boulud. One Madison Avenue is New York City's most ambitious adaptive reuse project, located next to Madison Square Park. SL Green and KPF transformed the existing nine-story podium into a flexible Class-A office space, while adding a new 550,000-square-foot tower above. SLG’s Solid Leasing The Harvey AI lease follows major recent lease signings at 11 Madison Avenue and 245 Park Avenue. It boosts the company's office leasing in the first 65 days of the year to 832,135 square feet across 44 leases, including more than 344,000 square feet of expansions, while maintaining a pipeline of more than 800,000 square feet. The company anticipates concluding the first quarter of 2026 with more than 900,000 square feet of office leasing, the highest first-quarter volume in its 28-year history. It also projects that more than two-thirds of its office portfolio will achieve a weighted average leased occupancy of 98% or more by year-end 2026. Management Commentary Per Marc Holliday, chairman and CEO of SL Green, “Our incredible first quarter — likely the best in our entire history — has been driven by large, long-term commitments from sophisticated companies, the ultimate response to the false narrative that AI is shrinking the workforce in New York City. This momentum makes clear that New York City will be a net beneficiary of growth in Tech and AI, continuing to attract leading...
Google ( GOOG ) ( GOOGL ) on Tuesday unveiled its multimodal Gemini Embedding 2 artificial intelligence model, the tech giant's newest model that maps text, images, video, audio, and documents into a single embedding space. “Gemini Embedding 2 maps text, images, videos, audio and documents into a single, unified embedding space, and captures semantic intent across over 100 languages,” Google said ...
Google ( GOOG ) ( GOOGL ) on Tuesday unveiled its multimodal Gemini Embedding 2 artificial intelligence model, the tech giant's newest model that maps text, images, video, audio, and documents into a single embedding space. “Gemini Embedding 2 maps text, images, videos, audio and documents into a single, unified embedding space, and captures semantic intent across over 100 languages,” Google said in a blog post. “This simplifies complex pipelines and enhances a wide variety of multimodal downstream tasks—from Retrieval-Augmented Generation (RAG) and semantic search to sentiment analysis and data clustering.” The latest addition to the Gemini family of AI models supports up to 8192 input tokens for text; can process up to 6 images per request in both PNG and JPEG formats; has support for up to 120 seconds of video in MP4 and MOV formats; can ingest and embed audio data without the need for transcription; and directly embed PDFs that are up to 6 pages long. “Gemini Embedding 2 doesn't just improve on legacy models,” Google added, comparing it to similar offerings from Amazon ( AMZN ), Voyage and other Google models. “It establishes a new performance standard for multimodal depth, introducing strong speech capabilities and outperforming leading models in text, image, and video tasks. This measurable improvement and unique multimodal coverage give developers exactly what they need for their diverse embedding needs.” Google shares were up fractionally in midday trading on Tuesday. More on Alphabet Alphabet: Apple AI Deal Is The Biggest Blind Spot Alphabet Inc. (GOOGL) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Alphabet: Respect The Capex Cycle YouTube is now the world's largest media company - MoffettNathanson Alphabet offers CEO pay deal worth up to $692M with stock price, Waymo incentives