A popular ETF that tracks the Nasdaq-100 Index has posted a loss over the trailing 50 days — something the fund seldom has done, according to DataTrek Research.
A popular ETF that tracks the Nasdaq-100 Index has posted a loss over the trailing 50 days — something the fund seldom has done, according to DataTrek Research.
Gemini can now prep a rideshare or grocery order, though you’ll have to submit the order yourself. | Image: Google Google's Gemini AI is getting one step closer to being more like an actual assistant. Starting with some Pixel 10 phones and the Samsung Galaxy S26 series, Gemini will be able to hail an Uber or put together a DoorDash order on its own. It's called task automation, and it starts with ...
Gemini can now prep a rideshare or grocery order, though you’ll have to submit the order yourself. | Image: Google Google's Gemini AI is getting one step closer to being more like an actual assistant. Starting with some Pixel 10 phones and the Samsung Galaxy S26 series, Gemini will be able to hail an Uber or put together a DoorDash order on its own. It's called task automation, and it starts with a prompt to Gemini - something like "Get me an Uber to the Palace of Fine Arts." Gemini then launches the app in a virtual window on your device and goes through the process step-by-step. You can watch it all happen, with options to stop the automation or take control if necessary, or just let it run in the background while Gemini does its thing. The assistant … Read the full story at The Verge.
The S26 Plus (left) and S26 (right) are mostly software updates. There's a cool new hardware feature debuting at Samsung's annual Unpacked event - but you won't find it on the Galaxy S26 or S26 Plus. While the Ultra model gets a new Privacy Display and avoids a price hike, Samsung's base models are largely software updates that cost more than the outgoing models. Don't get me wrong, some of those ...
The S26 Plus (left) and S26 (right) are mostly software updates. There's a cool new hardware feature debuting at Samsung's annual Unpacked event - but you won't find it on the Galaxy S26 or S26 Plus. While the Ultra model gets a new Privacy Display and avoids a price hike, Samsung's base models are largely software updates that cost more than the outgoing models. Don't get me wrong, some of those software updates are pretty neat. You can apply Audio Eraser to third-party apps to make voices easier to hear and filter out background noise. Google's Gemini AI will start doing agentic things - like booking an Uber for you - which is a step toward fulfilling the promise of an assistant that actually assists. … Read the full story at The Verge.
It’s kind of a Galaxy S26 Plus Plus. Maybe it's a reflection of just how slow hardware innovation has been, but the Galaxy S26 Ultra's new Privacy Display, which limits the screen's viewing angle to keep any would-be peepers away, left me totally impressed. It's not a brand-new technology - we've seen it before in laptops - and it was leaked thoroughly before Samsung's announcement. But seeing it ...
It’s kind of a Galaxy S26 Plus Plus. Maybe it's a reflection of just how slow hardware innovation has been, but the Galaxy S26 Ultra's new Privacy Display, which limits the screen's viewing angle to keep any would-be peepers away, left me totally impressed. It's not a brand-new technology - we've seen it before in laptops - and it was leaked thoroughly before Samsung's announcement. But seeing it work on the S26 Ultra for the first time was cooler than I expected, especially given that hardware thrills are hard to get these days. It's not just one of those special screen protectors; you can turn it on or off. There are two sets of pixels in the display: one that projects the … Read the full story at The Verge.
The Buds 4 and Buds 4 Pro (pictured) bring an updated look and some iterative changes. The next Galaxy Buds have been announced , and Samsung again mimics Apple in design, ecosystem functionality, and pricing. The Galaxy Buds 4 and Galaxy Buds 4 Pro keep the AirPods-esque design of the Buds 3 , but now have a flat metal surface along the stem's exterior. The regular buds use a single 11mm dynamic ...
The Buds 4 and Buds 4 Pro (pictured) bring an updated look and some iterative changes. The next Galaxy Buds have been announced , and Samsung again mimics Apple in design, ecosystem functionality, and pricing. The Galaxy Buds 4 and Galaxy Buds 4 Pro keep the AirPods-esque design of the Buds 3 , but now have a flat metal surface along the stem's exterior. The regular buds use a single 11mm dynamic speaker and do not have silicone ear tips, while the Buds 4 Pro have a selection of silicone ear tips and a two-way design (meaning a woofer for lower frequencies and a tweeter for the high end), just like the Buds 3 Pro. There's a 5.5mm planar tweeter and a new 11mm "super wide woofer" with an effective area nearly 20 percent larger … Read the full story at The Verge.
Novo Nordisk (NYSE: NVO) and Eli Lilly (NYSE: LLY) are locked in a battle around GLP-1 weight-loss drugs. It is a huge potential market, and the new class of drugs is very important. However, Novo Nordisk's story is much bigger than weight loss. Here's why it could be a long-term hold no matter what happens in the market, or with GLP-1 drugs. Novo Nordisk is one of the world's largest producers of...
Novo Nordisk (NYSE: NVO) and Eli Lilly (NYSE: LLY) are locked in a battle around GLP-1 weight-loss drugs. It is a huge potential market, and the new class of drugs is very important. However, Novo Nordisk's story is much bigger than weight loss. Here's why it could be a long-term hold no matter what happens in the market, or with GLP-1 drugs. Novo Nordisk is one of the world's largest producers of insulin, a vital medication for those with diabetes. Generally speaking, when you take insulin, you need it regularly. As such, Novo Nordisk has a very attractive recurring revenue stream. That's an important foundation for the business. Image source: Getty Images. Continue reading
"Do You See What Happens Larry...": Summers Out At Harvard After Epstein Scandal Who could have seen this coming? Aug 2019: Clinton Treasury Secretary Larry Summers Rode On Epstein's 'Lolita Express' The former Harvard President and Clinton-era Treasury Secretary has been cited four times on the flight logs of Jeffrey Epstein's 'Lolita Express'. During his first trip, he was still working in the C...
"Do You See What Happens Larry...": Summers Out At Harvard After Epstein Scandal Who could have seen this coming? Aug 2019: Clinton Treasury Secretary Larry Summers Rode On Epstein's 'Lolita Express' The former Harvard President and Clinton-era Treasury Secretary has been cited four times on the flight logs of Jeffrey Epstein's 'Lolita Express'. During his first trip, he was still working in the Clinton administration. And during his most recent - in 2005 - he and his wife accompanied Epstein to Epstein's private island just days after their wedding. During his first trip on Sept. 19, 1998, (while he was Treasury Secretary) Summers flew from the airport in Aspen, Colo. to Dulles international. His second trip didn't take place until April 15, 2004, when Summers flew from JFK to Bedford, Mass., an airport not far from Harvard, where he was president of the university at the time. On his third trip, Summers flew from Bedford to White Plains for reasons that are unclear. And during his fourth trip, Larry and Lisa Summers flew from Bedford to Epstein’s Island, and were accompanied by Epstein’s close confidant and alleged Madam Ghislaine Maxwell. ...and here , here , and here ... All of which led to the former Harvard President Larry Summers resigning from his academic and faculty appointments at Harvard at the end of the academic year, relinquishing his University Professorship - Harvard’s highest faculty distinction - and remaining on leave until that time , a Harvard spokesperson confirmed to The Crimson . The Crimson reports that Summers also resigned Wednesday from his role as co-director of the Mossavar-Rahmani Center for Business and Government at the Harvard Kennedy School, a position he has held since 2011, according to the spokesperson. He will not teach or take on new advisees. The resignation marks an extraordinary unraveling for Summers, long one of the most influential figures in American economics. His career spanned prize-winning research, service as Unit...
Earnings Call Insights: Solaris Energy Infrastructure, Inc. (SEI) Q4 2025 Management View Co-CEO William Zartler highlighted that "2025 marked a meaningful step forward for Solaris. We showed that we are successfully executing our strategy of growing and establishing a more diversified services and solutions business with accelerated earnings growth, improved long-term visibility and multiple path...
Earnings Call Insights: Solaris Energy Infrastructure, Inc. (SEI) Q4 2025 Management View Co-CEO William Zartler highlighted that "2025 marked a meaningful step forward for Solaris. We showed that we are successfully executing our strategy of growing and establishing a more diversified services and solutions business with accelerated earnings growth, improved long-term visibility and multiple pathways for meaningful expansion." Zartler noted full year 2025 revenue nearly doubled year-over-year to $622 million and adjusted EBITDA of $244 million more than doubled, with both Power and Logistics segments contributing. Zartler reported a significant expansion of Solaris' partnership with a major data center customer, finalizing a 15-year joint venture and upsizing a long-term power agreement for approximately 500 to 900 megawatts. He also announced a new 10-year agreement with a global technology company to provide over 500 megawatts of power, starting in January 2027, with phased energization in Q1 2027. Zartler stated, "Our top-fill system utilization rate was in the mid-90% in the fourth quarter and now nearing 100% in the first quarter. This momentum is expected to carry through for the first half of 2026, supporting consistent utilization and margins while generating cash to fund our broader growth initiatives across the company." Co-CEO Amanda Brock described 2025 as "a year of rapid change and significant tailwinds for the company" and emphasized ongoing organic growth and acquisitions, such as HVMVLV, which has already exceeded expectations. Brock highlighted the company's expansion into emissions controls and alignment with new EPA regulations, facilitating compliance for temporary power projects. President Kyle Ramachandran detailed that "Solaris generated revenue of nearly $180 million and adjusted EBITDA of $69 million on a consolidated basis" for Q4. He introduced Steve Tompsett as the new CFO, citing his expertise in capital markets and transformation. CFO...
Earnings Call Insights: Ionis Pharmaceuticals (IONS) Q4 2025 Management View Brett Monia, CEO, highlighted 2025 as “a defining year,” marked by the first two independent launches, TRYNGOLZA and DAWNZERA, and multiple positive data readouts. Monia stated, “TRYNGOLZA, the first FDA-approved treatment for familial chylomicronemia syndrome, or FCS, exceeded expectations in its first year on market.” D...
Earnings Call Insights: Ionis Pharmaceuticals (IONS) Q4 2025 Management View Brett Monia, CEO, highlighted 2025 as “a defining year,” marked by the first two independent launches, TRYNGOLZA and DAWNZERA, and multiple positive data readouts. Monia stated, “TRYNGOLZA, the first FDA-approved treatment for familial chylomicronemia syndrome, or FCS, exceeded expectations in its first year on market.” DAWNZERA also launched in the U.S. and Europe, and Monia emphasized its “compelling profile that is resonating with prescribers and patients.” Monia underscored pivotal Phase III results for olezarsen in severe hypertriglyceridemia (sHTG), noting “olezarsen as the first medicine to demonstrate a benefit in reducing acute pancreatitis risk.” FDA breakthrough therapy designation was received, and the company is “on track to be launch ready by June.” Zilganersen achieved positive Phase III results in Alexander disease, and Monia confirmed, “we anticipate approval and launch in the second half of this year.” Notable partnered pipeline progress includes Bepirovirsen for hepatitis B with positive Phase III data, and multiple late-stage readouts expected in 2026. Monia announced a management change: “I’d like to take a moment to formally introduce [Holly Kordasiewicz] in her new role as Chief Development Officer.” CFO Elizabeth Hougen reported, “We generated $944 million in revenue in 2025, representing a 34% increase year-over-year. Revenue was split between commercial products, which generated $436 million… and R&D collaborations, which generated $508 million.” Outlook Hougen projected 2026 revenue in the range of $800 million to $825 million, “this represents an increase of approximately 20% over last year after adjusting for the onetime $280 million Sapablursen license fee.” Guidance assumes a standard review for olezarsen, with sHTG approval anticipated in Q4. “If we achieve priority review, we expect our guidance to improve.” Ionis reaffirmed peak sales potential for DAWNZERA...
Alphabet's Google is poised to start testing changes to its search results to give rivals more prominence, a person with direct knowledge of the matter said on Wednesday, seeking to avoid an EU fine for allegedly favouring its own services in searches for hotels, flights and restaurants. The world's most popular internet search engine has come up with various proposals to mollify rivals and EU ...
Alphabet's Google is poised to start testing changes to its search results to give rivals more prominence, a person with direct knowledge of the matter said on Wednesday, seeking to avoid an EU fine for allegedly favouring its own services in searches for hotels, flights and restaurants. The world's most popular internet search engine has come up with various proposals to mollify rivals and EU regulators since it was charged last March with breaching the Digital Markets Act. The previously unreported changes to its search results will show both VSS and Google results, with top-ranked vertical search engines displayed by default, the source said.
Denis Shevchuk/iStock via Getty Images By Parshwa Turakhiya U.S. natural gas ( NG1:COM ) futures are trading around $2.86 per MMBtu, marking a significant decline that has wiped out the winter spike we saw earlier this year. What started as a surge driven by weather conditions towards the $7-7.5 range has completely reversed, leaving the market in a weak position characterized by lower highs and ...
Denis Shevchuk/iStock via Getty Images By Parshwa Turakhiya U.S. natural gas ( NG1:COM ) futures are trading around $2.86 per MMBtu, marking a significant decline that has wiped out the winter spike we saw earlier this year. What started as a surge driven by weather conditions towards the $7-7.5 range has completely reversed, leaving the market in a weak position characterized by lower highs and lower lows. The daily chart shows a consistent downward trend, with prices below the 20-day EMA at about $3.32 and the 50-day EMA around $3.66, both of which are trending downwards. The 100- and 200-day averages are also above the current price, reinforcing the bearish outlook. In a trending market, this configuration usually indicates that any rallies are likely to be temporary corrections rather than signs of a trend reversal. Natural gas price dynamics (Source: TradingView) Every rebound toward the $3.3-3.7 band has attracted selling pressure, turning this area into a strong resistance zone. Momentum indicators support this view, with the RSI near 40 indicating weak buying interest without reaching oversold conditions. In ongoing downtrends, an RSI fluctuating between 30 and 45 often signals continued pressure rather than an imminent turnaround. Meanwhile, a decisive daily close below $2.75 would open the way toward $2.5-2.4, an area that previously served as a launchpad for the last major rally. On the upside, bulls would need a close above $3.3 to begin shifting short-term control , with a move above $3.65 required to neutralize the broader bearish structure. LNG expansion adds long-term support but near-term weight Fundamentally, the long-term narrative remains constructive around U.S. LNG expansion. The United States is processing roughly 18 billion cubic feet per day into LNG and plans to raise liquefaction capacity toward 28.7 bcfd by 2029. Two of the world’s largest LNG exporters are now U.S.-based, underscoring the scale of structural demand growth tied to global...
william87/iStock Editorial via Getty Images This is the second time I've written about Moody's Corporation ( MCO ). In my previous article , I explained their business model and talked about their Q3 results. I highly recommend reading it, as I think it is a good exposition of how Moody's works and, above all, its great competitive advantages over other disruptive risks that we will discuss in mor...
william87/iStock Editorial via Getty Images This is the second time I've written about Moody's Corporation ( MCO ). In my previous article , I explained their business model and talked about their Q3 results. I highly recommend reading it, as I think it is a good exposition of how Moody's works and, above all, its great competitive advantages over other disruptive risks that we will discuss in more detail today. Today's article will focus on analyzing their latest Q4 earnings and discussing many of the questions that were raised in the conference call. Earnings Moody's has presented very good annual earnings and was celebrated with a +6% in the session. +9% in sales and +21% in EPS for the year. The poor growth in FCF is due to changes in Working Capital (the same happened to S&P Global Inc. ( SPGI )). From the earnings, it is worth highlighting the large increase that the company has enjoyed at the margin level. As long as incremental margins remain higher than current margins, the latter will continue to expand over time (the company itself has said that this year, 2026, it also expects operating leverage). Author's Representation We can already see that this year the conversion rate from Operating Cashflow to EBIT was 86% compared to 95% and 97% in the two previous years, but these were the exception rather than the rule. Author's Representation Returns continue to improve, even though the reinvestment rate this year has been higher than normal. And even with this, incremental returns have been spectacular. Author's representation They have returned all FCF to their shareholders, and shares outstanding are down 1% for the year. Author's Representation Segments Both segments have expanded significantly; for example, the ratings segment has increased from 63% to 67% and the Analytics segment from 31% to 33%. We can see a slightly higher growth in Analytics, partly driven also by the acquisitions that have been made this year, which have led the segment to weigh 47%...
bombermoon/iStock via Getty Images Enphase Energy ( ENPH ) shares wobble between modest gains and losses Wednesday as Jefferies upgraded to Buy from Hold with a $57 price target, raised from $42, seeing room for an upward move as the company "executes against stale expectations and continues to innovate its product offering amid an evolving residential solar landscape." Jefferies analyst Julien Du...
bombermoon/iStock via Getty Images Enphase Energy ( ENPH ) shares wobble between modest gains and losses Wednesday as Jefferies upgraded to Buy from Hold with a $57 price target, raised from $42, seeing room for an upward move as the company "executes against stale expectations and continues to innovate its product offering amid an evolving residential solar landscape." Jefferies analyst Julien Dumoulin-Smith said he hiked Enphase ( ENPH ) because of improving demand trends and an increasingly favorable margin backdrop coming into focus. The analyst said the primary constraint that had kept him on the sidelines was uncertainty around the magnitude and sustainability of volume growth following a likely trough year in 2026; his checks now pointed to growing confidence in the PPL offering, highlighted by Enphase's ( ENPH ) collaboration with top U.S. solar distributor Greentech and Concert Finance through the Propel Loan Program. Wall Street is "simply too bearish on the recovery," Dumoulin-Smith said, adding that while the cadence remains in question, "utility bill inflation, consumer activation, cheaper overall panels/ resi storage, and potentially declining rate environment all suggest Q1 2026 could legitimately be the low watermark" for Enphase ( ENPH ). More on Enphase Energy Enphase Energy: Upgrading On Improving Outlook And Sentiment Enphase Energy: Massive Breakout Suggests $60 Soon, Extreme Short Interest Enphase Energy: A Top Short Squeeze Idea For 2026