MediaProduction/E+ via Getty Images Co-authored with Hidden Opportunities Kindergarten Cop (1990) is widely considered a rewatchable cult classic action-comedy movie starring Arnold Schwarzenegger. It is about a Los Angeles police detective working undercover as a kindergarten teacher to apprehend a criminal. There is a popular scene in this movie where Arnold rests his hand on his forehead while ...
MediaProduction/E+ via Getty Images Co-authored with Hidden Opportunities Kindergarten Cop (1990) is widely considered a rewatchable cult classic action-comedy movie starring Arnold Schwarzenegger. It is about a Los Angeles police detective working undercover as a kindergarten teacher to apprehend a criminal. There is a popular scene in this movie where Arnold rests his hand on his forehead while in the classroom . Little Girl: "What's the matter?" Arnold: "I have a headache." Little Boy: "It might be a tumor." This scene tells us a very important thing. Life throws challenges from time to time, and the human mind instinctively jumps to the worst possible conclusion. Arnold responds emphatically: "It's not a toomah, it's not a toomah, at all!" The financial markets experience turmoil and uncertainty from time to time. If you are one of those who likes to fear the worst possible outcome, you will be sitting out of most attractive opportunities. "The future is never clear; you pay a very high price in the stock market for a cheery consensus. Uncertainty actually is the friend of the buyer of long-term values." - Warren Buffett When fear rises, prices fall. When consensus is cheerful, valuations expand. If you insist on waiting for absolute clarity, you will usually buy at the most expensive moments. This is when the "headache" has already been declared harmless, and optimism is fully priced in. Today, we will discuss two picks that have been weighed down by circumstances surrounding their respective industries, but they remain well-positioned to deliver value for long-term income investors. Pick #2: BIZD - Yield 13% VanEck BDC Income ETF ( BIZD ) is a passively managed Exchange Traded Fund that tracks an index of publicly traded BDCs (MVIS US Business Development Companies Index). As of February 20, BIZD reported $1.48 billion in AUM, invested across 33 holdings. BIZD is a market-cap-weighted ETF, meaning its largest holdings are the biggest and most prominent BDCs ou...
LGT Group Foundation boosted its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 5.9% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 83,006 shares of the enterprise software provider's stock after buying an additional 4,589 shares during the period. LGT Group Foundation's holdings in Oracle were worth $23,990,000 at the end of the most rece...
LGT Group Foundation boosted its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 5.9% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 83,006 shares of the enterprise software provider's stock after buying an additional 4,589 shares during the period. LGT Group Foundation's holdings in Oracle were worth $23,990,000 at the end of the most recent reporting period. Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Swiss National Bank raised its position in Oracle by 7.6% in the second quarter. Swiss National Bank now owns 5,093,200 shares of the enterprise software provider's stock valued at $1,113,526,000 after purchasing an additional 360,000 shares during the period. Patton Fund Management Inc. boosted its position in shares of Oracle by 626.1% in the third quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider's stock worth $3,245,000 after buying an additional 9,948 shares during the period. Ironwood Investment Counsel LLC boosted its position in shares of Oracle by 45.3% in the second quarter. Ironwood Investment Counsel LLC now owns 3,723 shares of the enterprise software provider's stock worth $814,000 after buying an additional 1,161 shares during the period. Meeder Advisory Services Inc. grew its stake in shares of Oracle by 8.4% in the third quarter. Meeder Advisory Services Inc. now owns 40,946 shares of the enterprise software provider's stock valued at $11,516,000 after buying an additional 3,184 shares in the last quarter. Finally, Decker Retirement Planning Inc. acquired a new stake in shares of Oracle in the third quarter valued at about $689,000. 42.44% of the stock is owned by institutional investors and hedge funds. Get Oracle alerts: Sign Up Analyst Upgrades and Downgrades Several research firms recently commented on ORCL. Scotiabank reduced their price target on Oracle from $260.00 to $220.00 ...
FuelCell Energy press release ( FCEL ): Q1 Non-GAAP EPS of -$0.52 beats by $0.16 . Revenue of $30.53M (+60.8% Y/Y) misses by $11.68M . Backlog of $1.17 billion, compared to $1.31 billion, a decrease of approximately 10.8% More on FuelCell Energy FuelCell Energy: A Day Late And A Dollar Short - Sell FuelCell Energy, Inc. 2025 Q4 - Results - Earnings Call Presentation FuelCell Energy, Inc. (FCEL) Q4...
FuelCell Energy press release ( FCEL ): Q1 Non-GAAP EPS of -$0.52 beats by $0.16 . Revenue of $30.53M (+60.8% Y/Y) misses by $11.68M . Backlog of $1.17 billion, compared to $1.31 billion, a decrease of approximately 10.8% More on FuelCell Energy FuelCell Energy: A Day Late And A Dollar Short - Sell FuelCell Energy, Inc. 2025 Q4 - Results - Earnings Call Presentation FuelCell Energy, Inc. (FCEL) Q4 2025 Earnings Call Transcript Earnings week ahead: ORCL, ADBE, LI, NIO, HPE, ZIM, KSS, and more FuelCell Energy Q1 2026 Earnings Preview
Eric Broder Van Dyke Live Nation Entertainment ( LYV ) shares jumped nearly 9% in premarket trading on Monday after Politico reported that the company reached a settlement with the Department of Justice in its antitrust case and will pay $200M in damages to participating states. The settlement would require Live Nation to allow rival ticketing companies to access part of its platform, shorten Tick...
Eric Broder Van Dyke Live Nation Entertainment ( LYV ) shares jumped nearly 9% in premarket trading on Monday after Politico reported that the company reached a settlement with the Department of Justice in its antitrust case and will pay $200M in damages to participating states. The settlement would require Live Nation to allow rival ticketing companies to access part of its platform, shorten Ticketmaster exclusivity contracts, and divest from more than 10 amphitheaters, Politico said. The settlement discussions have intensified since a trial kicked off March 2, and a final agreement could be announced in the coming days, Bloomberg News reported. The exact timing is still in flux, the people said. Shares in Ticketmaster-parent Live Nation ( LYV ) were up ~8.8% to $170 in premarket trading. More on Live Nation Entertainment Live Nation Entertainment, Inc. (LYV) Q4 2025 Earnings Call Transcript Live Nation: Lawsuit Uncertainty And Lofty Valuations Make Me Pass On It Live Nation: Deceleration Fears Are Becoming A Reality The DOJ's massive trial against Live Nation begins Live Nation falls on report that settlement efforts have stalled ahead of DOJ trial
ZIM Integrated press release ( ZIM ): Q4 GAAP EPS of $0.32 beats by $0.84 . Revenue of $1.49B (-31.3% Y/Y) misses by $50M . Declared Q4 2025 Dividend of Approximately $106 Million, or $0.88 per Share, Representing, Together with Previous Dividends Distributed on Account of 2025 Results, Approximately 50% of the Full Year 2025 Net Income More on ZIM Integrated ZIM Integrated: Hapag-Lloyd $35 Offer ...
ZIM Integrated press release ( ZIM ): Q4 GAAP EPS of $0.32 beats by $0.84 . Revenue of $1.49B (-31.3% Y/Y) misses by $50M . Declared Q4 2025 Dividend of Approximately $106 Million, or $0.88 per Share, Representing, Together with Previous Dividends Distributed on Account of 2025 Results, Approximately 50% of the Full Year 2025 Net Income More on ZIM Integrated ZIM Integrated: Hapag-Lloyd $35 Offer Likely To Be Accepted ZIM Integrated: Buying The 25% Shipper Arbitrage ZIM Integrated Shipping Gets A Huge Buyout Offer From Hapag-Lloyd ZIM Integrated declares $0.88 dividend ZIM Integrated Q4 2025 Earnings Preview
*In light of the proposed transaction with Hapag-Lloyd, ZIM will not be providing full-year 2026 financial guidance and will not host a conference call in connection with its fourth quarter and full year 2025 results. More on ZIM Integrated ZIM Integrated: Hapag-Lloyd $35 Offer Likely To Be Accepted ZIM Integrated: Buying The 25% Shipper Arbitrage ZIM Integrated Shipping Gets A Huge Buyout Offer F...
*In light of the proposed transaction with Hapag-Lloyd, ZIM will not be providing full-year 2026 financial guidance and will not host a conference call in connection with its fourth quarter and full year 2025 results. More on ZIM Integrated ZIM Integrated: Hapag-Lloyd $35 Offer Likely To Be Accepted ZIM Integrated: Buying The 25% Shipper Arbitrage ZIM Integrated Shipping Gets A Huge Buyout Offer From Hapag-Lloyd ZIM Integrated declares $0.88 dividend ZIM Integrated Q4 2025 Earnings Preview
Amazon Pharmacy sets itself apart in expanding access to the Zepbound KwikPen through Same-Day Delivery to more than half of U.S. households, a caregiver support feature for managing loved ones' prescriptions, 24/7 licensed pharmacist access and a full-service digital pharmacy offering a wide range of additional medications—all in one place. Amazon Pharmacy now offers customers transparent cash-pa...
Amazon Pharmacy sets itself apart in expanding access to the Zepbound KwikPen through Same-Day Delivery to more than half of U.S. households, a caregiver support feature for managing loved ones' prescriptions, 24/7 licensed pharmacist access and a full-service digital pharmacy offering a wide range of additional medications—all in one place. Amazon Pharmacy now offers customers transparent cash-pay pricing starting at $299 per month for the 2.5 mg KwikPen starter dose and convenient, fast home delivery. SEATTLE, March 09, 2026--(BUSINESS WIRE)--Amazon Pharmacy (NASDAQ: AMZN), a full-service digital pharmacy that delivers medications quickly and directly to customers' homes, today announced expanded access to the new Zepbound® KwikPen® through Amazon Pharmacy. Eli Lilly's multi-dose injectable treatment for weight management is designed to deliver a full month of medication in a single device, offering patients a more convenient alternative by reducing the number of single-dose devices required. With a valid prescription, customers can order Zepbound KwikPen through Amazon Pharmacy, see exactly how much the medication costs—starting at $299 per month for the 2.5 mg starter dose—through Amazon Pharmacy’s transparent pricing before checkout, and have their medication delivered directly to their door. Eli Lilly's Zepbound is one of the most prescribed injectable weight management medications in the U.S. It has been shown to help adults lose weight and maintain weight loss when used alongside diet and exercise. It is also approved to help treat adults with obesity and moderate-to-severe obstructive sleep apnea. "Convenient access to medications and clear, transparent pricing are at the heart of what we do at Amazon Pharmacy," said Tanvi Patel, Vice President and General Manager of Amazon Pharmacy. "By expanding access to the Zepbound KwikPen with upfront self-pay pricing, we’re making it easier for customers to get the treatments their doctors prescribe in a simpler way—...
The pair had left the bag outside the shop in the Southland region as they waited for a vehicle to be serviced on 18 February, New Zealand Police said in a statement. before returning to look for it in a state of agitation.
The pair had left the bag outside the shop in the Southland region as they waited for a vehicle to be serviced on 18 February, New Zealand Police said in a statement. before returning to look for it in a state of agitation.
I am going to be very blunt. Many retirees say they want income from their portfolio but refuse to sell shares to generate it. The idea is that spending dividends or distributions feels acceptable, while selling principal feels like running down the portfolio. That distinction is mostly mental accounting. What actually matters is total return. ... The 48% Dividend Mirage: Why Retirees Are Flocking...
I am going to be very blunt. Many retirees say they want income from their portfolio but refuse to sell shares to generate it. The idea is that spending dividends or distributions feels acceptable, while selling principal feels like running down the portfolio. That distinction is mostly mental accounting. What actually matters is total return. ... The 48% Dividend Mirage: Why Retirees Are Flocking to This High-Yield ETF Only to Lose Their Principal
For now, Musk's single-word reaction offered little insight into what he thinks the potential pivot might mean. There have also been AI-chip supply deals involving Advanced Micro Devices, Inc. , underscoring how the country is positioning itself as a major buyer of AI computing power. See Also: Disney Was Built on Character IP — This Pre-IPO Company Is Using the Same Playbook Alphabet Inc. is also...
For now, Musk's single-word reaction offered little insight into what he thinks the potential pivot might mean. There have also been AI-chip supply deals involving Advanced Micro Devices, Inc. , underscoring how the country is positioning itself as a major buyer of AI computing power. See Also: Disney Was Built on Character IP — This Pre-IPO Company Is Using the Same Playbook Alphabet Inc. is also involved. Google Cloud and Saudi Arabia's Public Investment Fund previously announced plans for a $10 billion AI hub in the kingdom aimed at accelerating artificial-intelligence development. Meanwhile, Amazon.com Inc 's cloud division AWS has committed more than $5.3 billion to build a new cloud and data-center region in Saudi Arabia expected to come online in 2026. Nvidia Corp is supplying 18,000 Blackwell AI chips for a 500-megawatt Saudi data-center project linked to the state-backed AI company Humain — one of the largest AI infrastructure deployments announced in the region. Trending: Explore Jeff Bezos-backed Arrived Homes and see how investors are earning passive rental income — now with a limited-time 1% bonus match for new investors. But speculation that parts of the development could pivot toward AI infrastructure reflects a broader trend: countries are racing to build massive computing capacity to support artificial intelligence. Missed Nvidia and Tesla? RAD Intel Could Be the Next AI Powerhouse — Invest Now at Just $0.85 a Share The Tesla, Inc. and SpaceX chief responded with a single word — "Interesting" — to a post on X claiming Saudi Arabia could abandon plans for ‘The Line’, its proposed 170-kilometer linear city, and instead convert the massive project into an AI data-center hub. Saudi Arabia's futuristic megacity project may be heading in a very different direction. And Elon Musk appears to be paying attention. Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Story Continues But it underscores the scale o...
LGT Group Foundation decreased its position in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 31.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 73,377 shares of the semiconductor manufacturer's stock after selling 33,475 shares during the quarter. LGT Group Foundation's holdings in Micron Techno...
LGT Group Foundation decreased its position in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 31.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 73,377 shares of the semiconductor manufacturer's stock after selling 33,475 shares during the quarter. LGT Group Foundation's holdings in Micron Technology were worth $13,366,000 as of its most recent SEC filing. Several other institutional investors have also recently made changes to their positions in MU. American Capital Advisory LLC lifted its stake in shares of Micron Technology by 20.4% in the 3rd quarter. American Capital Advisory LLC now owns 272 shares of the semiconductor manufacturer's stock valued at $46,000 after purchasing an additional 46 shares during the period. Teamwork Financial Advisors LLC grew its position in Micron Technology by 0.4% during the third quarter. Teamwork Financial Advisors LLC now owns 14,974 shares of the semiconductor manufacturer's stock valued at $2,505,000 after buying an additional 53 shares during the period. Blue Trust Inc. grew its position in Micron Technology by 0.5% during the third quarter. Blue Trust Inc. now owns 10,633 shares of the semiconductor manufacturer's stock valued at $1,779,000 after buying an additional 53 shares during the period. Lodestone Wealth Management LLC increased its holdings in Micron Technology by 3.2% in the third quarter. Lodestone Wealth Management LLC now owns 1,693 shares of the semiconductor manufacturer's stock valued at $283,000 after buying an additional 53 shares in the last quarter. Finally, Sunpointe LLC increased its holdings in Micron Technology by 1.3% in the third quarter. Sunpointe LLC now owns 4,011 shares of the semiconductor manufacturer's stock valued at $671,000 after buying an additional 53 shares in the last quarter. 80.84% of the stock is owned by hedge funds and other institutional investors. Get Micron Technology alerts:...
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Getty Images Survey Monday There were big fears last week should oil trade over $100. It has since surpassed that level, with $100 now looked upon as somewhat of a downside target. Amid the ongoing developments in Iran, where do you see WTI crude oil ending this month? Cl...
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Getty Images Survey Monday There were big fears last week should oil trade over $100. It has since surpassed that level, with $100 now looked upon as somewhat of a downside target. Amid the ongoing developments in Iran, where do you see WTI crude oil ending this month? Click here to take the poll and don't forget to share your thoughts in the WSB comments section . Good morning! Here's the latest in trending: Energy watch: Is Putin the big winner in the Iran conflict? The picks: Here are the best oil and gas stock plays . Stepping down: The FDA's vaccine chief is leaving the agency again . The supply angle That didn't take long. After topping $70 per barrel early last week in the immediate aftermath of the Iran war, crude oil continued to climb, breaking through $80 and then $90 just before the weekend. The surge didn't stop there. As futures reopened on Sunday night, the WTI benchmark ( CL1:COM ) took out $100 and then $110 , before easing back. The latest: Many reports suggest the G7 is considering a coordinated release of crude reserves to help tame prices in the current environment. It'd be a big help given that the Gulf shipping remains at a standstill due to the risks of transport through the Strait of Hormuz. A lot has also been going on over the last 48 hours, which has added fresh war premiums and risks of a prolonged supply shock. Mojtaba Khamenei was elected as the next Supreme Leader of Iran, and looks set to continue in the hardline ways of his father, Ayatollah Ali Khamenei. Meanwhile, crude production has been reduced across the Gulf , in countries like Kuwait, the UAE, Iraq, and Bahrain, amid shipping troubles and relentless attacks. There are also worries about GDP and resurgent inflation , complicating the picture for the U.S. economy and the globe. "Short term oil prices, which will drop rapidly when the destruction of th...
asbe/iStock via Getty Images Introduction If you have ever read a report on anxiety, you’ll know that the worst thing for people isn’t usually the thing they are afraid of, but the “what-if” cycle that follows. Once anxiety starts, all kinds of scenarios pop up that make things even worse. Some people have it worse than others. The market has it too. I think the best example of this in recent hist...
asbe/iStock via Getty Images Introduction If you have ever read a report on anxiety, you’ll know that the worst thing for people isn’t usually the thing they are afraid of, but the “what-if” cycle that follows. Once anxiety starts, all kinds of scenarios pop up that make things even worse. Some people have it worse than others. The market has it too. I think the best example of this in recent history was the 2020 pandemic. Initially, we got the news that a virus had emerged in Wuhan, China. The market didn’t care for weeks. However, when it became worse and started spreading to other areas, lockdowns were enforced. Although the situation was way more complex than I make it seem right now, the main situation was that nobody really seemed to know how bad things could get. We simply didn’t know if it was a bad flu or something much worse. That’s when the “what-if” cycle started. What if the pandemic were so bad that lockdowns were actually needed (assuming they were effective)? What if supply chains were to break? Would food supply be guaranteed? How long can the government support closed businesses without risking mass bankruptcies? How bad could a mass-bankruptcy event be? The poll below was conducted in March 2020, a month before the market started to really bleed: YouGov During that time, Bill Ackman had a famous interview on CNBC, where he essentially made the case that prolonged lockdowns would break the economy (I’m paraphrasing here): “What’s scaring the American people and corporate America now is the gradual roll-out,” said Ackman, of containment and distancing measures. “Capitalism does not work in an 18-month shutdown, capitalism can work in a 30-day shutdown.” - Via Forbes Luckily, lockdowns quickly ended, economic demand rebounded, and QE fueled the markets even more. While we can debate the long-term side effects of the pandemic mess, it turned out that anxiety was misplaced. Right now, we’re not in a pandemic-like sell-off. While I am writing this, the ...
Dianthus Therapeutics press release ( DNTH ): Q4 GAAP EPS of -$1.43 misses by $0.34 . Revenue of $0.28M (-78.9% Y/Y) misses by $0.17M . $514.4 million of cash, cash equivalents and investments as of December 31, 2025 is projected to provide runway into 2028. More on Dianthus Therapeutics Dianthus Therapeutics, Inc. (DNTH) Presents at Guggenheim Securities Emerging Outlook: Biotech Summit 2026 Tran...
Dianthus Therapeutics press release ( DNTH ): Q4 GAAP EPS of -$1.43 misses by $0.34 . Revenue of $0.28M (-78.9% Y/Y) misses by $0.17M . $514.4 million of cash, cash equivalents and investments as of December 31, 2025 is projected to provide runway into 2028. More on Dianthus Therapeutics Dianthus Therapeutics, Inc. (DNTH) Presents at Guggenheim Securities Emerging Outlook: Biotech Summit 2026 Transcript Dianthus Therapeutics, Inc. (DNTH) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Dianthus Therapeutics, Inc. (DNTH) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Seeking Alpha’s Quant Rating on Dianthus Therapeutics Historical earnings data for Dianthus Therapeutics
Cathie Wood is not known for sitting on the sidelines. The ARK Invest founder has a long history of making bold bets on disruptive technology, and her latest move is turning heads. Last week, Wood added more than $12 million worth of Baidu (BIDU) stock across ARK Invest's exchange-traded funds. It's a notable call at a time when the competition between artificial intelligence in the U.S. and China...
Cathie Wood is not known for sitting on the sidelines. The ARK Invest founder has a long history of making bold bets on disruptive technology, and her latest move is turning heads. Last week, Wood added more than $12 million worth of Baidu (BIDU) stock across ARK Invest's exchange-traded funds. It's a notable call at a time when the competition between artificial intelligence in the U.S. and China is heating up. So what does Wood see in Baidu that others might be missing? Baidu Is No Longer Just a Search Engine Most Americans know Baidu as China's version of Google (GOOGL) (GOOG). But the company has quietly transformed itself into one of China's most comprehensive AI platforms, and its latest earnings results back that up. In the fourth quarter of 2025, Baidu's core AI-powered business generated more than RMB 11 billion ($1.6 billion) in revenue, equal to 43% of total Baidu General Business revenue. That share has been climbing steadily over recent quarters. The company operates across several high-growth AI verticals: AI Cloud Infrastructure : Revenue hit roughly RMB 20 billion ($2.9 billion) for the full year 2025, up 34% year-over-year (YoY). Subscription-based revenue from AI accelerator infrastructure surged 143% YoY in Q4 alone. : Revenue hit roughly RMB 20 billion ($2.9 billion) for the full year 2025, up 34% year-over-year (YoY). Subscription-based revenue from AI accelerator infrastructure surged 143% YoY in Q4 alone. Autonomous Ride-Hailing (Apollo Go) : Baidu delivered over 10 million fully driverless rides in 2025. Cumulative rides to the public have now crossed 20 million. The service has expanded to 26 cities worldwide, including Abu Dhabi, Dubai, London, and Seoul. : Baidu delivered over 10 million fully driverless rides in 2025. Cumulative rides to the public have now crossed 20 million. The service has expanded to 26 cities worldwide, including Abu Dhabi, Dubai, London, and Seoul. AI Applications : Full-year 2025 revenue from AI applications exceed...
Getty Images Investment Thesis Technology has already entered the second leg of the AI arms race to deploy AI infrastructure at the bleeding edge, with model inference workloads picking up the demand for compute from model training workloads. At the center of it all, the compute market's most dominant force, Nvidia Corp. ( NVDA ), still leads the crusade to deploy its GPU compute nodes and systems...
Getty Images Investment Thesis Technology has already entered the second leg of the AI arms race to deploy AI infrastructure at the bleeding edge, with model inference workloads picking up the demand for compute from model training workloads. At the center of it all, the compute market's most dominant force, Nvidia Corp. ( NVDA ), still leads the crusade to deploy its GPU compute nodes and systems in global data centers, leaving very little doubt about the investability of Nvidia's shares over the long term. However, in the short term, Nvidia's management must solve three major issues, the 'Unholy Trinity,' as I call it, in its earnings reports moving forward if the company wants to regain that significant level of investor confidence seen during 2023-2024. Nvidia's forward valuation multiples are shielding the company from the looming presence of the GPU maker's Unholy Trinity of issues, which is why I am still bullish on Nvidia's shares. But the presence of these issues has dropped my conviction on Nvidia's shares. Nvidia's Old Issues Return - China and the Element of Surprise In my previous post in December , I had highlighted three flaws in Nvidia's outlook that markets were getting irrationally concerned with, in my view. Fears about hyperscaler capex slowing down were one of those fears that I noted. But in the past 3 months, hyperscaler capex is expected to accelerate to ~$650B, which should have quelled the market's concerns about Nvidia. Unfortunately, Nvidia's shares continue to remain pressured, which brings me to the first issue that I continue to see plaguing the GPU maker. Issue #1 for Nvidia comes in the form of an underwhelming earnings/revenue surprise being demonstrated by the company in ER results. Observe Nvidia's magnitude of surprise trends in the chart below and compare it with Nvidia's magnitude of surprise in the recently concluded Q4 FY26 quarter. Exhibit A: Nvidia's magnitude of earnings/revenue surprise per quarter since 2020. (Seeking Al...
Presented data at ESMO 2025 demonstrating promising efficacy with CRB-701 in head and neck squamous cell carcinoma (HNSCC) and cervical cancer CRB-701 data for both indications is expected in mid-2026 with focus on durability and patient stratification Reported 14-day CRB-913 SAD/MAD data demonstrating potent and rapid weight loss of 2.9% with favorable GI safety On schedule to complete 12-week CR...
Presented data at ESMO 2025 demonstrating promising efficacy with CRB-701 in head and neck squamous cell carcinoma (HNSCC) and cervical cancer CRB-701 data for both indications is expected in mid-2026 with focus on durability and patient stratification Reported 14-day CRB-913 SAD/MAD data demonstrating potent and rapid weight loss of 2.9% with favorable GI safety On schedule to complete 12-week CRB-913 obesity study (n=240) in summer 2026 Completed $75 million public offering in Q4 2025 extending cash runway into 2028 NORWOOD, Mass., March 09, 2026 (GLOBE NEWSWIRE) -- Corbus Pharmaceuticals Holdings, Inc. (NASDAQ: CRBP) (“Corbus” or the “Company”), a clinical stage company focused on promising new therapies in oncology and obesity, today provided a corporate update and reported financial results for the fourth quarter and year ended December 31, 2025. "Our encouraging data readouts for CRB-701 and CRB-913 in the fourth quarter of 2025 set the stage for a potentially transformative 2026. This summer we anticipate key data readouts for both programs that we expect will elucidate their differentiated efficacy and safety profiles, as well as potential clinical utility and commercial opportunities,” said Yuval Cohen, Ph.D., Chief Executive Officer of Corbus. “The clinical responses we are generating in HNSCC and cervical cancer patients with CRB-701, a highly stable Nectin-4 ADC, highlight its potential in treating these challenging tumor types. In parallel, the rapid weight loss and favorable GI tolerability we’ve seen with CRB-913 suggest it could provide a novel long-term weight management solution for people struggling with chronic obesity.” Key Corporate and Program Updates CRB-701 is a next-generation, highly stable Nectin-4 targeting ADC being developed to treat HNSCC and cervical cancer. The U.S. Food and Drug Administration (FDA) has granted Fast Track designations to CRB-701 for the treatment of both cancer types. CRB-701 is licensed from CSPC Megalith Biopharm...
DANBURY, Conn., March 09, 2026 (GLOBE NEWSWIRE) -- FuelCell Energy, Inc. (NASDAQ: FCEL) today reported financial results for its first quarter ended January 31, 2026. First Quarter Fiscal 2026 Highlights (All comparisons are year-over-year unless otherwise noted) Revenue of $30.5 million, compared to $19.0 million, an increase of approximately 61% Gross loss of $(5.9) million, compared to $(5.2) m...
DANBURY, Conn., March 09, 2026 (GLOBE NEWSWIRE) -- FuelCell Energy, Inc. (NASDAQ: FCEL) today reported financial results for its first quarter ended January 31, 2026. First Quarter Fiscal 2026 Highlights (All comparisons are year-over-year unless otherwise noted) Revenue of $30.5 million, compared to $19.0 million, an increase of approximately 61% Gross loss of $(5.9) million, compared to $(5.2) million, an increase of approximately 13% Loss from operations of $(26.3) million, compared with $(32.9) million, a decrease of approximately 20% Net loss per share attributable to common stockholders was $(0.49), compared with $(1.42) Backlog of $1.17 billion, compared to $1.31 billion, a decrease of approximately 10.8% “During the first fiscal quarter, we delivered strong revenue growth, sharpened operating discipline, and strengthened our liquidity position — all while positioning FuelCell Energy to capture the defining opportunity of the AI era,” said Jason Few, President and Chief Executive Officer of FuelCell Energy. Few added, “Data center developers and hyperscalers are prioritizing reliable, immediate power solutions—which is precisely what we provide. Our fuel cell systems deliver faster time to power than other sources and have consistently operated on a commercial scale for an average of 10 years, supplying clean, dependable baseload energy. No other distributed power option can match this proven track record in real-world conditions. We are seeing strong commercial momentum from the data center space by delivering over 1.5 GW of new commercial proposals in the first quarter of fiscal 2026 and announcing a collaboration with Sustainable Development Capital LLP (SDCL), targeting up to 450 megawatts of identified projects. We are intensely focused on converting the robust pipeline of opportunities in front of us to definitive agreements. It may sound counterintuitive for a power generation company to reduce power demand, but that is exactly what our platform enable...
Full year revenue of $400.4 million, recurring revenue growth of 29% Full year organic revenue growth of 24% (1) Net income of $35.5 million with Adjusted EBITDA of $61.1 million (1) 2026 Revenue guidance of $510 million - $520 million 2026 Adjusted EBITDA(1) guidance of $85 million - $90 million HERZLIYA, Israel, March 09, 2026 (GLOBE NEWSWIRE) -- Nayax Ltd. (Nasdaq: NYAX, TASE: NYAX), a global c...
Full year revenue of $400.4 million, recurring revenue growth of 29% Full year organic revenue growth of 24% (1) Net income of $35.5 million with Adjusted EBITDA of $61.1 million (1) 2026 Revenue guidance of $510 million - $520 million 2026 Adjusted EBITDA(1) guidance of $85 million - $90 million HERZLIYA, Israel, March 09, 2026 (GLOBE NEWSWIRE) -- Nayax Ltd. (Nasdaq: NYAX, TASE: NYAX), a global commerce payments and loyalty platform designed to help merchants scale their business, today announced its financial results for the fourth quarter and year ended December 31, 2025. “Nayax delivered strong 2025 results and a very solid fourth quarter. We generated net income of $35.5 million compared to a loss just one year ago, a milestone that reflects the true earnings power of our business model. The company continued to scale profitability to record margins, advanced its strategic priorities, and executed well across the entire organization. We are at an important stage in Nayax’s evolution and the foundation we’ve built over the past twenty years is now translating into consistent, profitable growth. Furthermore, the market opportunity remains significant as cashless penetration in automated self-service environments is still relatively low. We're building a platform that gets stronger and more valuable with scale, creating a compounding network effect. Every merchant we add increases the value of our platform. Every transaction we process improves our routing algorithms. Every device we connect strengthens our proprietary data moat. As we continue to scale, our recurring revenue model drives profitable growth and progress towards our margin goals,” commented Yair Nechmad, Nayax Chief Executive Officer and Chairman of the Board. (1) Organic Revenue, Adjusted EBITDA, Free Cash Flow and Adjusted OPEX are non-IFRS financial measures. Please refer to the footnote 3 in the table below and the additional tables at the end of this press release for a reconciliation of Organi...
Getty Images Investment Thesis Technology has already entered the second leg of the AI arms race to deploy AI infrastructure at the bleeding edge, with model inference workloads picking up the demand for compute from model training workloads. At the center of it all, the compute market's most dominant force, Nvidia Corp. ( NVDA ), still leads the crusade to deploy its GPU compute nodes and systems...
Getty Images Investment Thesis Technology has already entered the second leg of the AI arms race to deploy AI infrastructure at the bleeding edge, with model inference workloads picking up the demand for compute from model training workloads. At the center of it all, the compute market's most dominant force, Nvidia Corp. ( NVDA ), still leads the crusade to deploy its GPU compute nodes and systems in global data centers, leaving very little doubt about the investability of Nvidia's shares over the long term. However, in the short term, Nvidia's management must solve three major issues, the 'Unholy Trinity,' as I call it, in its earnings reports moving forward if the company wants to regain that significant level of investor confidence seen during 2023-2024. Nvidia's forward valuation multiples are shielding the company from the looming presence of the GPU maker's Unholy Trinity of issues, which is why I am still bullish on Nvidia's shares. But the presence of these issues has dropped my conviction on Nvidia's shares. Nvidia's Old Issues Return - China and the Element of Surprise In my previous post in December , I had highlighted three flaws in Nvidia's outlook that markets were getting irrationally concerned with, in my view. Fears about hyperscaler capex slowing down were one of those fears that I noted. But in the past 3 months, hyperscaler capex is expected to accelerate to ~$650B, which should have quelled the market's concerns about Nvidia. Unfortunately, Nvidia's shares continue to remain pressured, which brings me to the first issue that I continue to see plaguing the GPU maker. Issue #1 for Nvidia comes in the form of an underwhelming earnings/revenue surprise being demonstrated by the company in ER results. Observe Nvidia's magnitude of surprise trends in the chart below and compare it with Nvidia's magnitude of surprise in the recently concluded Q4 FY26 quarter. Exhibit A: Nvidia's magnitude of earnings/revenue surprise per quarter since 2020. (Seeking Al...
LGT Group Foundation cut its holdings in shares of Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 36.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 52,753 shares of the wireless technology company's stock after selling 30,107 shares during the quarter. LGT Group Foundation's holdings in Qualcomm were...
LGT Group Foundation cut its holdings in shares of Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 36.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 52,753 shares of the wireless technology company's stock after selling 30,107 shares during the quarter. LGT Group Foundation's holdings in Qualcomm were worth $8,783,000 at the end of the most recent reporting period. A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Harbor Capital Advisors Inc. lifted its stake in Qualcomm by 72.2% in the third quarter. Harbor Capital Advisors Inc. now owns 155 shares of the wireless technology company's stock valued at $26,000 after purchasing an additional 65 shares during the last quarter. Cloud Capital Management LLC bought a new position in shares of Qualcomm in the third quarter worth $27,000. Winnow Wealth LLC bought a new position in shares of Qualcomm in the second quarter worth $32,000. Lavaca Capital LLC purchased a new position in shares of Qualcomm in the second quarter valued at $32,000. Finally, Guerra Advisors Inc bought a new stake in shares of Qualcomm during the 3rd quarter valued at $39,000. 74.35% of the stock is owned by hedge funds and other institutional investors. Get Qualcomm alerts: Sign Up Qualcomm Price Performance Qualcomm stock opened at $135.68 on Monday. The stock has a market cap of $144.77 billion, a price-to-earnings ratio of 28.03, a PEG ratio of 6.78 and a beta of 1.25. The company has a quick ratio of 1.83, a current ratio of 2.51 and a debt-to-equity ratio of 0.64. The business has a 50-day simple moving average of $153.41 and a 200 day simple moving average of $163.22. Qualcomm Incorporated has a 52 week low of $120.80 and a 52 week high of $205.95. Qualcomm (NASDAQ:QCOM - Get Free Report) last released its quarterly earnings results on Wednesday, February 4th. The wireless t...
hapabapa/iStock Editorial via Getty Images Bristol Myers Squibb ( BMY ) on Monday said its experimental cancer drug met the primary goal in a late-stage study in patients with relapsed or refractory multiple myeloma, a rare blood cancer. The oral drug mezigdomide was tested in combination with carfilzomib and dexamethasone to treat multiple myeloma as part of the SUCCESSOR-2 trial. The combi...
hapabapa/iStock Editorial via Getty Images Bristol Myers Squibb ( BMY ) on Monday said its experimental cancer drug met the primary goal in a late-stage study in patients with relapsed or refractory multiple myeloma, a rare blood cancer. The oral drug mezigdomide was tested in combination with carfilzomib and dexamethasone to treat multiple myeloma as part of the SUCCESSOR-2 trial. The combination therapy demonstrated statistically significant and clinically meaningful improvement in progression-free survival versus carfilzomib and dexamethasone alone. Safety findings were consistent with the known profile of mezigdomide and the combination regimen. The study marks the first positive Phase 3 study for mezigdomide and the second positive Phase 3 study for the Bristol Myers Squibb CELMoD program. More on Bristol-Myers Squibb Company Bristol-Myers Squibb Company (BMY) Presents at TD Cowen 46th Annual Health Care Conference Transcript Bristol-Myers: I'm Buying Post Earnings Bristol-Myers Squibb: Oncology Franchise Remains A Core Strength FDA plans to relax testing rules to encourage biosimilar drugs: report Bristol Myers wins FDA nod to expand label for psoriasis therapy Sotyktu