Grandbrothers/iStock Editorial via Getty Images Eton Pharmaceuticals ( ETON ) announced on Wednesday that the U.S. FDA approved its endocrinology product Desmoda as a treatment for a rare condition known as central diabetes insipidus. Also known as arginine vasopressin deficiency, central diabetes insipidus is characterized by excessive renal water loss through urination and intense thirst, primar...
Grandbrothers/iStock Editorial via Getty Images Eton Pharmaceuticals ( ETON ) announced on Wednesday that the U.S. FDA approved its endocrinology product Desmoda as a treatment for a rare condition known as central diabetes insipidus. Also known as arginine vasopressin deficiency, central diabetes insipidus is characterized by excessive renal water loss through urination and intense thirst, primarily due to damage to the hypothalamus or pituitary gland in the brain. Deer Park, Illinois-headquartered Eton ( ETON ) said that the FDA approved its New Drug Application, allowing the launch of the orally delivered antidiuretic replacement therapy for patients of all ages The company expects to launch the product on Mar. 9, seeking annual peak sales of $30M - $50M, which it said will help its long-term growth prospects. Eton ( ETON ) shares added ~3% after a brief trading halt in reaction to the announcement. More on Eton Pharmaceuticals Eton Pharmaceuticals: An Undervalued Small Cap With High Growth Seeking Alpha’s Quant Rating on Eton Pharmaceuticals Historical earnings data for Eton Pharmaceuticals Financial information for Eton Pharmaceuticals
Auston Trusty sent off against Hibernian O’Neill: ‘In time we won’t need a referee’ Celtic’s manager Martin O’Neill has delivered a withering assessment of VAR in Scottish football after what he called the “ridiculous” dismissal of Auston Trusty during Sunday’s loss by Hibernian . Trusty’s red card and a failed Celtic appeal mean the centre-back will miss three crucial Scottish Premiership games, ...
Auston Trusty sent off against Hibernian O’Neill: ‘In time we won’t need a referee’ Celtic’s manager Martin O’Neill has delivered a withering assessment of VAR in Scottish football after what he called the “ridiculous” dismissal of Auston Trusty during Sunday’s loss by Hibernian . Trusty’s red card and a failed Celtic appeal mean the centre-back will miss three crucial Scottish Premiership games, starting with Sunday’s Old Firm visit to Ibrox. O’Neill claimed VAR actions must be “debilitating” for on-field officials. Trusty reacted angrily to the attentions of Hibs’ Jamie McGrath at a Celtic corner. The referee Matthew MacDermid appeared content the incident was worthy of no sanction but was sent to review the incident by the VAR Grant Irvine. To O’Neill, the game was re-refereed. Continue reading...
Gerville Microsoft ( MSFT ), Amazon ( AMZN ), Google ( GOOG )( GOOGL ), Oracle ( ORCL ), xAI ( X.AI ), and OpenAI ( OPENAI ) are all expected to meet with U.S. President Donald Trump and establish a plan to generate their own electricity for their power-hungry data centers, according to Fox News. "Major tech companies will join President Trump at the White House next week to formally sign the Rate...
Gerville Microsoft ( MSFT ), Amazon ( AMZN ), Google ( GOOG )( GOOGL ), Oracle ( ORCL ), xAI ( X.AI ), and OpenAI ( OPENAI ) are all expected to meet with U.S. President Donald Trump and establish a plan to generate their own electricity for their power-hungry data centers, according to Fox News. "Major tech companies will join President Trump at the White House next week to formally sign the Rate Payer Protection Pledge that he announced during his historic State of the Union address," said White House spokesperson Taylor Rogers, according to the report . "Under this bold initiative, these massive companies will build, bring, or buy their own power supply for new AI data centers, ensuring that Americans’ electricity bills will not increase as demand grows." Trump discussed the initiative during his State of the Union address on Tuesday night. However, he did not mention by name any of the specific companies involved. "We're telling the major tech companies that they have the obligation to provide for their own power needs," he said. "We have an old grid. It could never handle the kind of numbers, the amount of electricity that's needed. So I'm telling them they can build their own plant. They're going to produce their own electricity." Representatives from said companies will meet at the White House on March 4, the report said. Other expected attendees include U.S. Secretary of Energy Chris White and Michael Kratsios, assistant to the president and director of the White House Office of Science and Technology Policy, who are both helping lead the initiative. Last month, Microsoft revealed a plan to ensure their data centers don't increase consumers' electricity prices and minimize water use and replenish more of the water than they use . The U.S. Department of Energy estimates that data centers will consume at least 12% of all electricity in the country by 2028. More on Amazon, Microsoft and Google Wall Street Lunch: Microsoft, Nvidia, Uber Back Wayve's $1.2B Fundin...
Donny DBM Below is a list of the top 10 large-cap stocks with positive quarterly EPS surprises, ranked according to their Seeking Alpha Quant Ratings. Sandisk Corporation ( SNDK ), Micron Technology ( MU ) and Lumentum Holdings ( LITE ) lead the list, each earning a near-perfect Quant Rating of 4.99. The trio represents strong performers in the technology sector, spanning Technology Hardware, Stor...
Donny DBM Below is a list of the top 10 large-cap stocks with positive quarterly EPS surprises, ranked according to their Seeking Alpha Quant Ratings. Sandisk Corporation ( SNDK ), Micron Technology ( MU ) and Lumentum Holdings ( LITE ) lead the list, each earning a near-perfect Quant Rating of 4.99. The trio represents strong performers in the technology sector, spanning Technology Hardware, Storage and Peripherals, Semiconductors, and Communications Equipment industries. Freeport-McMoRan ( FCX ) and Modine Manufacturing ( MOD ) round out the top five, both with Quant Ratings of 4.91. All 10 stocks on the list carry “Strong Buy” qualitative ratings, reflecting their positive earnings performance alongside strong quantitative metrics. Seeking Alpha’s Quant Rating system grades stocks on their relative performance across critical quantitative measures, including valuation, growth, stock momentum and profitability. Ratings are given on a scale from 1 to 5, with any rating of 3.5 or above considered bullish and any rating of 2.5 or below considered bearish. Here is the list: Sandisk ( SNDK ), Quant Rating: 4.99 Micron Technology ( MU ), Quant Rating: 4.99 Lumentum Holdings ( LITE ), Quant Rating: 4.99 Freeport-McMoRan ( FCX ), Quant Rating: 4.91 Modine Manufacturing ( MOD ), Quant Rating: 4.91 Newmont ( NEM ), Quant Rating: 4.88 General Motors ( GM ), Quant Rating: 4.86 Jones Lang LaSalle ( JLL ), Quant Rating: 4.85 Alcoa ( AA ), Quant Rating: 4.85 Moderna ( MRNA ), Quant Rating: 4.84 More on markets The Fed Is Bracing For An AI Bubble Burst And Global Stagflation S&P 500, Trump, And The Markets: The Scorecard So Far, Where To Look Next Softer Inflation And Expectations For Stronger Q1 Economic Growth Push The Fed Toward A Pause S&P 500’s 20-day range squeeze near highs hints at imminent shift Powell may remain at the helm as traders shift Warsh confirmation timeline to the summer
Earnings Call Insights: Astec Industries (ASTE) Q4 2025 Management View CEO Jaco van der Merwe stated the company was "pleased to report strong fourth quarter and full year results that shows the benefits of our focus on consistency, profitability and growth." He highlighted record fourth quarter net sales of $400.6 million, with full year net sales increasing 8.1% from organic and inorganic growt...
Earnings Call Insights: Astec Industries (ASTE) Q4 2025 Management View CEO Jaco van der Merwe stated the company was "pleased to report strong fourth quarter and full year results that shows the benefits of our focus on consistency, profitability and growth." He highlighted record fourth quarter net sales of $400.6 million, with full year net sales increasing 8.1% from organic and inorganic growth. Van der Merwe indicated optimism for 2026, pointing to progress on internal initiatives, positive customer sentiment, and stability from federal infrastructure funding in the United States. He outlined full year 2026 adjusted EBITDA guidance of $170 million to $190 million. The CEO noted healthy demand for asphalt and concrete plants, while describing forestry and mobile paving equipment as challenged. He said, "Parts sales increased 19.7% versus the fourth quarter prior year. For the year, parts sales totaled $432.7 million, representing an 11.5% increase over the prior year and 30.7% of total net sales in 2025." Van der Merwe highlighted the acquisitions of TerraSource and CWMF, representing over $200 million in annual revenue. He said, "We expect CWMF to be accretive from day 1." CFO Brian Harris stated, "For the fourth quarter, adjusted earnings per share were $1.06. For the full year, net sales grew 8.1%, which was attributable to incremental net sales from the acquired TerraSource business as well as positive organic volume and mix, coupled with favorable pricing." Outlook The company provided full year 2026 adjusted EBITDA guidance of $170 million to $190 million. Harris outlined anticipated ranges for 2026, including an effective tax rate between 25% and 28%, capital expenditures of $40 million to $50 million, and depreciation and amortization of $55 million to $65 million. Quarterly adjusted SG&A is projected at $70 million to $80 million. Van der Merwe said, "If we get a highway bill or a new infrastructure bill, we could probably go to the higher end of the ra...
Earnings Call Insights: Hovnanian Enterprises (HOV) Q1 2026 Management View Ara Hovnanian, CEO & Chairman, highlighted that "our team consistently delivered, meeting or exceeding guidance across all the metrics for the quarter." He stated that total revenues reached $632 million, approaching the high end of guidance, and noted that "adjusted gross margin came in at 13.4% in the quarter, which was ...
Earnings Call Insights: Hovnanian Enterprises (HOV) Q1 2026 Management View Ara Hovnanian, CEO & Chairman, highlighted that "our team consistently delivered, meeting or exceeding guidance across all the metrics for the quarter." He stated that total revenues reached $632 million, approaching the high end of guidance, and noted that "adjusted gross margin came in at 13.4% in the quarter, which was just shy of the midpoint of our expectations." SG&A was 13.3%, better than the low end of guidance. Adjusted EBITDA was $63 million, and adjusted pretax income was $31 million, both significantly above the forecasted range. Hovnanian explained that the company offered increased incentives, with 12.6% of the average sales price attributed to incentives, mainly mortgage rate buydowns, to maintain sales pace and manage affordability. He emphasized a strategy to "burn through older lower-margin lots and older QMIs" and shift toward new communities underwritten with today's incentive environment for stronger future margins. He noted that monthly traffic per community increased significantly, with January traffic up 40% year-over-year and February month-to-date contracts up 13% over the prior year. The number of Quick Move-In Homes (QMIs) per community fell for the fourth consecutive quarter, and QMI sales comprised 71% of total sales, down from prior quarters. Strategic focus is shifting toward acquiring land for move-up homes in A and B locations and expanding active adult communities, moving away from lower-margin entry-level developments. Brad O'Connor, CFO, stated, "In the first quarter of fiscal '26, we took full control of 2 joint ventures that were previously not consolidated" and reported a gain of $27 million as other income. He noted that the company ended the quarter with $471 million in liquidity and net debt to capital at 41.4%. Outlook The company guides for Q2 2026 revenues between $625 million and $725 million. Adjusted gross margin is expected in the range of 13...
The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.
The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.
z1b/iStock via Getty Images It's rare to be able to buy high-quality companies whose stocks offer dividend yields north of 10% that are well covered by earnings power and therefore should be sustainable for the foreseeable future. Yet, thanks to recent market volatility, there are several opportunities like this available today. In this article, we’re going to discuss two of them. Buy-The-Dip Oppo...
z1b/iStock via Getty Images It's rare to be able to buy high-quality companies whose stocks offer dividend yields north of 10% that are well covered by earnings power and therefore should be sustainable for the foreseeable future. Yet, thanks to recent market volatility, there are several opportunities like this available today. In this article, we’re going to discuss two of them. Buy-The-Dip Opportunity #1 The first one I’m going to discuss is Hercules Capital ( HTGC ). HTGC is a technology investment, as it is a business development company ( BDC ) ( BIZD ) that primarily lends to and also makes some equity investments in technology and life sciences companies. It has numerous structural advantages, including being internally managed, which gives it a much lower fee structure than many of its externally managed peers, like Ares Capital Corporation ( ARCC ) and Blackstone Secured Lending ( BXSL ), suffer from. Additionally, it is well diversified across 127 portfolio companies, with 86% first lien senior secured loan and 8.7% second lien senior secured exposure in its investment portfolio. Additionally, the company’s weighted average loan-to-value across its debt portfolio was just 14% at the end of Q4, giving it a very conservative position in the capital stack and a huge margin of safety to be able to recover capital in the event of a material downturn. Thus, this is not risky software lending; rather, it is a play on businesses that would need to effectively get their equity completely wiped out for HTGC to absorb material losses. As the chart below illustrates, HTGC has crushed the broader BDC sector over the long term: Data by YCharts Moreover, it has actually slightly outperformed the broader software sector ( IGV ) over the long term despite investing overwhelmingly in lower-returning debt securities rather than equities: Data by YCharts This points to HTGC's tremendous capital allocation skill and its ability to not only generate superior risk-adjusted retu...
Derick Hudson/iStock Editorial via Getty Images If you had asked me 10 years ago if I would have ever invested in Facebook, the answer would have been a resounding no. It's not that I didn't believe in the business model or its growth potential. But as a value investor, I am extremely sensitive to valuation. And at some point, either the upside for shares of expensive companies must slow down cons...
Derick Hudson/iStock Editorial via Getty Images If you had asked me 10 years ago if I would have ever invested in Facebook, the answer would have been a resounding no. It's not that I didn't believe in the business model or its growth potential. But as a value investor, I am extremely sensitive to valuation. And at some point, either the upside for shares of expensive companies must slow down considerably, or the firm must experience a big drop in share price. And for quite some time now, I have been bullish about the business. In my last article , published in May of last year, I reaffirmed it as a "Buy" candidate on Meta Platforms, Inc. ( META ), which is Facebook’s parent company. Admittedly, since then, the stock has underperformed the market, rising only 13.4% while the S&P 500 is up 21.7%. But the good news is that, since I first turned very bullish on it back in October of 2022, the stock has skyrocketed 585.9%. That dwarfs the 77.3% rise that the S&P 500 has seen over the same window of time. Fast forward to today, and the company is no longer anywhere near as cheap as it once was. But the company is still growing nicely, and shares are priced at levels that I would consider to be very attractive. On top of this, there is always the optionality that the company has in the form of Reality Labs. Many investors have likely written this business off, especially as losses have mounted and revenue has declined. But the way I view it, one of two things will happen. Either management will pull off a spectacular win that will propel value for shareholders higher. Or they will eventually slash those operations and see an immediate boost in profits and cash flows. If the stock were expensive right now, I would be more hesitant. But as things stand, I view this as a compelling opportunity. Therefore, I don't mind maintaining it as a "Buy" candidate. A Great Business At A Good Price With a market capitalization of $1.75 trillion, Meta Platforms operates as one of the lar...
In this article AAPL ORCL META MSFT GOOGL AMZN Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 1:38 01:38 Amazon and Google among tech companies to meet with Trump at White House next week The Exchange The major technology companies will meet President Donald Trump at the White House next week to sign a pledge that they will supply their own power for artificial intelligence data c...
In this article AAPL ORCL META MSFT GOOGL AMZN Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 1:38 01:38 Amazon and Google among tech companies to meet with Trump at White House next week The Exchange The major technology companies will meet President Donald Trump at the White House next week to sign a pledge that they will supply their own power for artificial intelligence data centers. Amazon , Google , Meta , Microsoft , xAI, Oracle and OpenAI will sign the agreement at the March 4 meeting, a White House official confirmed to CNBC Wednesday. "Under this bold initiative, these massive companies will build, bring, or buy their own power supply for new AI data centers, ensuring that Americans' electricity bills will not increase as demand grows," White House spokeswoman Taylor Rogers told CNBC. Fox News first reported the development. Trump said during his State of the Union address Tuesday that he had secured such a pledge from the tech sector, but did not provide detail on what the agreement entails. "We're telling the major tech companies that they have the obligation to provide for their own power needs," the president said. "They can build their own power plants as part of their factory so that no one's prices will go up." Data centers are facing opposition in communities across the U.S. as people blame rising utility bills on the facilities' huge electricity consumption . The Trump administration has closely embraced the AI industry as an engine of economic growth and a pillar of U.S. national security. It is an alliance that poses political risks for the White House ahead of the mid-term elections. New Jersey Gov. Mikie Sherrill and Virginia Gov. Abigail Spanberger defeated their Republican opponents in landslide elections last November by campaigning on rising electricity prices. The Trump administration has warned the tech sector that they risk a backlash if the public believes their data centers are driving up energy costs, Energy Secretar...
Tehran says deal is possible as long as Washington abides by agreed-on preconditions, but Trump’s view is unclear Iran enters critical talks on its nuclear programme with the US on Thursday, insisting a deal is in reach as long as Washington sticks by its willingness to concede Iran’s symbolic right to enrich uranium, allow Tehran to dilute its stockpile of highly enriched uranium in country, and ...
Tehran says deal is possible as long as Washington abides by agreed-on preconditions, but Trump’s view is unclear Iran enters critical talks on its nuclear programme with the US on Thursday, insisting a deal is in reach as long as Washington sticks by its willingness to concede Iran’s symbolic right to enrich uranium, allow Tehran to dilute its stockpile of highly enriched uranium in country, and not to impose controls on Iran’s ballistic missile programme. The three preconditions for success are seen as critical by Iranian diplomats, but it remains unclear whether Trump accepts these parameters. Continue reading...
One of the biggest growth markets in the pharmaceutical industry today is that of weight loss drugs. Novo Nordisk got the ball rolling when it launched Ozempic back in 2017. The drug, part of the GLP-1 class, was approved for type 2 diabetes but also proved to be useful for weight loss. Novo Nordisk followed up by winning approval for the same ingredient -- semaglutide -- under the name Wegovy for...
One of the biggest growth markets in the pharmaceutical industry today is that of weight loss drugs. Novo Nordisk got the ball rolling when it launched Ozempic back in 2017. The drug, part of the GLP-1 class, was approved for type 2 diabetes but also proved to be useful for weight loss. Novo Nordisk followed up by winning approval for the same ingredient -- semaglutide -- under the name Wegovy for weight loss. Eli Lilly (NYSE: LLY) soon joined with tirzepatide, commercialized as Mounjaro for type 2 diabetes and as Zepbound for obesity. Though Novo led the market in the early days, Lilly soon gained ground -- and slipped ahead. Today, Lilly holds a 60% share of the U.S. market for these kinds of drugs. And now Lilly just took two major steps forward in this billion-dollar market. Here's what you need to know. Continue reading
As concerns continue to mount about loans to software companies, one private credit fund is calling itself a relative “safe haven” due to lack of exposure. SLR Investment Corp. , a private lender, has just 2% of its portfolio in software companies, according to co-Chief Executive Officer Michael Gross . That makes it among the least exposed among publicly traded business development companies, he ...
As concerns continue to mount about loans to software companies, one private credit fund is calling itself a relative “safe haven” due to lack of exposure. SLR Investment Corp. , a private lender, has just 2% of its portfolio in software companies, according to co-Chief Executive Officer Michael Gross . That makes it among the least exposed among publicly traded business development companies, he told investors on an earnings call Wednesday. “For investors concerned about the uncertainty of technology obsolescence risk and enterprise value destruction for the software industry from the burgeoning threat of artificial intelligence, SLRC’s portfolio, with its lack of software exposure, can be viewed as a safe haven,” Gross said . The comments come as fears over artificial intelligence have prompted traders to sell off leveraged loans. Investors have honed in on the $1.8 trillion private credit market as a particular source of concern as market veterans including JPMorgan Chase & Co. CEO Jamie Dimon have warned about the potential for looming pain. Read More: Boaz Weinstein Warns ‘Wheels Coming Off’ Private Credit Funds Blue Owl Capital Inc. shares tumbled last week after it restricted withdrawals from one of its private credit funds, leading alternative asset management stocks lower. Shares in SLR Investment rose as much as 2.3% to $14.99 in New York on Wednesday. The company said its net asset value increased to $18.26 a share as of Dec. 31, up from $18.20 a year earlier. It announced a quarterly dividend of 41 cents a share, in line with recent quarters.