Eoneren Nebius ( NBIS ), the Amsterdam-based artificial intelligence cloud company, announced today it is expanding its presence into the Asia-Pacific region to take advantage of the area's growth potential. To help augment the strategy, Nebius also hired John Haarer as its new general manager for the Asia-Pacific and Japan region. Haarer previously helped drive go-to-market efforts for Cloudflare...
Eoneren Nebius ( NBIS ), the Amsterdam-based artificial intelligence cloud company, announced today it is expanding its presence into the Asia-Pacific region to take advantage of the area's growth potential. To help augment the strategy, Nebius also hired John Haarer as its new general manager for the Asia-Pacific and Japan region. Haarer previously helped drive go-to-market efforts for Cloudflare ( NET ) and Twilio ( TWLO ). "Asia is one of the world's most exciting regions for AI, and Nebius is the cloud that is powering the next wave of AI innovation," Haarer said. "As we ramp up in Asia, I look forward to helping our partners, customers and local governments across the region navigate their AI bottlenecks and transform the promise of AI into tangible economic value." Nebius is considered one of the fastest-growing neoclouds. In 2025, its revenue rocketed 479% year over year, and it reached a backlog of more than $20B, supported by AI infrastructure deals with Microsoft ( MSFT ) and Meta Platforms ( META ). The company is targeting an annualized run rate of $7B to $9B by the end of 2026. The new commitment to the Asia-Pacific region creates a significant opportunity for commercial expansion. "Over the past year we have taken our first steps into Asian markets, winning our first customers and building the foundations for rapid expansion in the region," said Marc Boroditsky, Chief Revenue Officer at Nebius. "The appointment of a leader like John reinforces this commitment. He brings deep regional experience from scaling major tech companies across Asia-Pacific, and he joins at a moment when demand for purpose-built AI infrastructure is accelerating across every major market in the region." The Asia-Pacific region is considered one of the fastest-growing data center markets in the world. It is expected to increase threefold between now and 2029 to reach 142.6 GW of capacity, according to IDC data. "Driven by rising demand for AI, cloud, and digital services, hypersc...
Police in Canada are investigating after shots were fired at the US consulate in Toronto. Officers said evidence was found of a discharged firearm and that no injuries were reported. Toronto police said in a social media post they responded to the reported shots at 5.29 a.m. (0929 GMT) on Tuesday. Representatives for the US embassy in Toronto and the Department of State did not immediately respond...
Police in Canada are investigating after shots were fired at the US consulate in Toronto. Officers said evidence was found of a discharged firearm and that no injuries were reported. Toronto police said in a social media post they responded to the reported shots at 5.29 a.m. (0929 GMT) on Tuesday. Representatives for the US embassy in Toronto and the Department of State did not immediately respond to requests for comment. The incident follows the explosion of an improvised device at the US embassy in Oslo on Sunday. Norwegian police were still searching for a suspect, with a possible link to the Iran war among the lines of inquiry. Norwegian police on Monday published two photographs of the suspect they believe to be behind the weekend blast that caused no injuries and minor damage. The suspect, whose face was not visible in the grainy images from surveillance camera footage, was dressed in dark clothing with a hood over his head and wearing a backpack. The suspect is believed “to have placed an improvised explosive device (IED) next to the entrance” of the embassy, police said in a statement. “The individual has still not been identified and we have no specific suspects.” More details soon…
ozgurdonmaz/E+ via Getty Images Teladoc Health added ~11% in the premarket on Tuesday after Deutsche Bank upgraded the telehealth provider to Buy from Hold, citing a compelling valuation and improving prospects for its mental health business, BetterHelp. Analyst George Hill wrote that he upgraded TDOC “given what we see as a compelling valuation, a deliverable strategy for the BetterHelp business,...
ozgurdonmaz/E+ via Getty Images Teladoc Health added ~11% in the premarket on Tuesday after Deutsche Bank upgraded the telehealth provider to Buy from Hold, citing a compelling valuation and improving prospects for its mental health business, BetterHelp. Analyst George Hill wrote that he upgraded TDOC “given what we see as a compelling valuation, a deliverable strategy for the BetterHelp business, and a comparable transaction illustrating the road map as a path forward.” “While BetterHelp has been shrinking, the company has a stabilization and growth plan for the longer term," Bloomberg reported, quoting Hill. “While this will take some time, we view this as a better business with longer-term growth prospects," the analyst added, maintaining his $11 target on the stock. With over a 40% decline during the past 12 months, Teladoc ( TDOC ) is a Hold-rated stock on Wall Street. However, soon after its Q4 2025 results in late February, the New York-based Health Tech was the subject of another upgrade as Bank of America upgraded it to Buy from Neutral, also citing the prospects of BetterHelp. More on Teladoc Health Teladoc Health, Inc. (TDOC) Q4 2025 Earnings Call Transcript Teladoc Health, Inc. 2025 Q4 - Results - Earnings Call Presentation Teladoc Health: Why Low Valuation Doesn't Equal A 'Buy' (Rating Downgrade) Teladoc upgraded at BofA on BetterHelp prospects Teladoc projects $2.47B–$2.59B revenue in 2026 while advancing AI, insurance, and international growth
Jordan Siemens/DigitalVision via Getty Images Introduction RB Global ( RBA ) has historically operated as a global asset marketplace for used industrial equipment and vehicles. It does so through brands like Ritchie Bros., IronPlanet, Marketplace-E. In 2023, the company acquired IAA, a marketplace for salvaged, damaged, and total-loss vehicles, which put it into competition with Copart ( CPRT ). O...
Jordan Siemens/DigitalVision via Getty Images Introduction RB Global ( RBA ) has historically operated as a global asset marketplace for used industrial equipment and vehicles. It does so through brands like Ritchie Bros., IronPlanet, Marketplace-E. In 2023, the company acquired IAA, a marketplace for salvaged, damaged, and total-loss vehicles, which put it into competition with Copart ( CPRT ). On 4 March 2026, the company announced it would be acquiring BigIron, a digital marketplace for agricultural vehicles, land, and other agricultural assets. Despite solid growth, I rate RB Global a Hold. Marketplace Structure And Business Mix RB Global, short for Ritchie's Bros, operates several online marketplaces and auction houses. Ritchie's Bros, to which the company owes its name, is active in large-scale equipment auctions for industries like mining, farming, and construction. IronPlanet is a marketplace for heavy equipment, and Marketplace-E also sells equipment. Its other marketplaces also focus on construction, agriculture, and transport equipment. If this all seems industry-heavy, it was, and there are several problems with that. First of all, mining and construction equipment sales are heavily cyclical, which can cause earnings volatility. During economic downturns, companies may opt to delay equipment purchases. Companies selling equipment may hold onto their used equipment for longer. Enter IAA, the salvage vehicle marketplace where insurers auction off damaged vehicles. This structurally reduces the cyclicality of the business because insurers have a continuous stream of vehicles to sell off, both in good and bad macro-economic regimes. The Salvage Car Market The IAA acquisition fundamentally altered the company's business mix, with automotive Gross Transaction Value now making up more than half of the company's overall GTV. RB Global is now competing directly with Copart in what is essentially a structural duopoly. Together, the companies account for around 80%...
光通信领域，又有新“噱头”了。 就在不久前，一份名为《Micro LED CPO开启数据中心互连新局》的研报，引起了整个行业以及资本市场的关注。 研报指出，Micro LED CPO具有颠覆性的高带宽、低功耗和小型化优势，可以将光模块整体功耗降低20倍。行业专家也纷纷预测，这项技术将重新定义数据中心的架构设计，并可能在未来几年内掀起一场技术革新风暴。 受这个消息影响，3月5日，Micro LED概...
光通信领域，又有新“噱头”了。 就在不久前，一份名为《Micro LED CPO开启数据中心互连新局》的研报，引起了整个行业以及资本市场的关注。 研报指出，Micro LED CPO具有颠覆性的高带宽、低功耗和小型化优势，可以将光模块整体功耗降低20倍。行业专家也纷纷预测，这项技术将重新定义数据中心的架构设计，并可能在未来几年内掀起一场技术革新风暴。 受这个消息影响，3月5日，Micro LED概念股集体爆发。涨幅榜前10中，有7只“光电”概念股，风头正劲。 那么，到底什么是Micro LED CPO？它真的有那么厉害吗？今天这篇文章，小枣君就给大家做个深入解读。 Micro LED CPO = Micro LED + CPO Micro LED CPO，其实就是 Micro LED + CPO，即 微米级发光二极管（Micro LED）与共封装光学技术（CPO） 的深度融合。 Micro LED和CPO，都不是新名词。我们先说说CPO。 几年前，小枣君给大家科普过CPO（到底什么是NPO/CPO？）。CPO的本质，是把光模块（光引擎）从交换机的外表面，“搬进”交换机的心脏，和AISC交换芯片封装在一起。 这样一来，可以缩短光模块和交换芯片之间“电通道（上图红色线）”的距离，从而显著抑制电信号容易发生的高频信号衰减与电磁干扰。 “电通道”，一直都是限制连接速率的主要因素。当速率突破1.6Tbps，传统可插拔光模块方案已逼近物理极限，信号完整性急剧恶化，误码率飙升，散热与功耗也呈指数级增长。 过去这几年，CPO技术发展迅猛，已经开始进入规模商用阶段。资本市场也很早就做出了反应，相关概念股自2024年起已有明显涨幅。 CPO实物图 再来看看Micro LED。事实上， 这次Micro LED CPO爆火，关键在于Micro LED 。 第一眼看到Micro LED，大家会想到什么？当然是显示器啊。一直以来，我们所使用的液晶显示器，都是采用的LCD、LED等技术。 Micro LED，是一种更先进的LED技术。Micro的意思是“微小”。Micro LED是将LED微缩至5微米以下的自发光像素阵列技术，每个像素独立驱动、无背光、响应速度达纳秒级。 让Micro LED从实验室带入大众视野的，是大名鼎鼎的苹果Vision Pro。说白了，Micro LED最开始是为AR/V...
Ondas ( ONDS ) said its unit 4M Defense has received the first operational order worth about $15.8M under a previously announced multi-year demining program in Israel, part of a national land-clearance initiative valued at more than $30M The agreement could expand by up to $30 million in follow-on phases, potentially doubling the program’s total value. The program supports the company's autonomous...
Ondas ( ONDS ) said its unit 4M Defense has received the first operational order worth about $15.8M under a previously announced multi-year demining program in Israel, part of a national land-clearance initiative valued at more than $30M The agreement could expand by up to $30 million in follow-on phases, potentially doubling the program’s total value. The program supports the company's autonomous systems strategy for border and national security operations, using robotics, drones, and advanced sensing technologies, with successful execution potentially leading to additional orders and expanded scope. Shares -1.12%. More on Ondas Holdings Ondas: From Penny Stock To Defense Contender Ondas: Expensive, Dilutive, Unprofitable - And Still A Buy Ondas: The Industrial Bridge To Autonomous Dominance Ondas Holdings reports Preliminary Q4 results Ondas prelim Q4 revenue beats estimates; reaffirms 2026 outlook
Celularity ( CELU ) on Tuesday said that it has entered into definitive agreements for a strategic commercialization partnership for its placental-derived biomaterials portfolio that could generate up to $35 million in upfront and milestone payments. The regenerative and cellular medicine company granted an exclusive license to its commercial-stage biomaterials portfolio and certain development-st...
Celularity ( CELU ) on Tuesday said that it has entered into definitive agreements for a strategic commercialization partnership for its placental-derived biomaterials portfolio that could generate up to $35 million in upfront and milestone payments. The regenerative and cellular medicine company granted an exclusive license to its commercial-stage biomaterials portfolio and certain development-stage programs. The transaction is expected to close by April 15, 2026, subject to customary conditions. Celularity said it will retain exclusive manufacturing rights for the licensed products at its facility in Florham Park, New Jersey, and will be eligible to receive royalties on future net sales of certain development-stage products upon commercialization. The company said the deal is intended to monetize its commercial biomaterials portfolio and allow it to focus resources on advancing its longevity-focused therapeutic pipeline. Celularity also said it plans an organizational realignment, including workforce reductions and the transition of certain personnel to the commercial partner, aimed at lowering operating expenses and improving capital efficiency. CELU +18.4% premarket to $1.48. Source: Press Release More on Celularity Seeking Alpha’s Quant Rating on Celularity Financial information for Celularity
After 144 Years In New Jersey, Exxon Asks Shareholders To Back Texas Move To Cut Litigation Risks Whether it is Chevron, Tesla, Oracle, Caterpillar, CBRE, Fisher Investments, and/or an expanding roster of other major companies, corporate America has spent the better part of the post-Covid era shifting headquarters to Texas for one simple reason: the state offers a much more business-friendly envir...
After 144 Years In New Jersey, Exxon Asks Shareholders To Back Texas Move To Cut Litigation Risks Whether it is Chevron, Tesla, Oracle, Caterpillar, CBRE, Fisher Investments, and/or an expanding roster of other major companies, corporate America has spent the better part of the post-Covid era shifting headquarters to Texas for one simple reason: the state offers a much more business-friendly environment than left-leaning blue states. In a proxy filing on Tuesday, Exxon Mobil asked shareholders to approve moving its legal domicile from New Jersey to Texas after more than a century in New Jersey. The main reason executives want to move to the red state is its friendlier business climate, which offers more predictable decision-making and could also reduce exposure to frivolous lawsuits. "The Texas Redomiciliation may reduce the risk of future frivolous litigation against the Texas Corporation and its directors and officers," Exxon wrote in the filing. If approved at Exxon's May 27 shareholder meeting, the company would be governed by Texas law on issues such as bylaws, director duties, and shareholder rights. Exxon noted that most of its senior leadership and about a third of its global workforce are already based in Texas. Exxon's evolution from its Standard Oil days has left it incorporated in New Jersey since the 1880s, and its attempt to move is yet another example of corporate America abandoning states run by left-wing politicians pushing a failed green agenda and other destructive progressive policies in favor of red states governed by common sense. Here's a partial list of physical headquarters moved to Texas: Chevron — from San Ramon, California, to Houston, announced in August 2024. Tesla — from Palo Alto, California, to Austin, announced in 2021. Oracle — from Redwood City, California, to Austin, announced in 2020. Caterpillar — from Illinois to Irving, Texas, announced in 2022. Hewlett Packard Enterprise — from San Jose, California, to Spring, Texas, announc...