CrowdStrike ( CRWD ) announced on Wednesday the appointment of Bartley Richardson as chief AI and autonomous systems officer. Richardson joined CrowdStrike from NVIDIA, where he led engineering for agentic AI, cybersecurity AI, and AI infrastructure, focused on solving large-scale data challenges and building systems that transform data into AI-driven security outcomes. He also led the development...
CrowdStrike ( CRWD ) announced on Wednesday the appointment of Bartley Richardson as chief AI and autonomous systems officer. Richardson joined CrowdStrike from NVIDIA, where he led engineering for agentic AI, cybersecurity AI, and AI infrastructure, focused on solving large-scale data challenges and building systems that transform data into AI-driven security outcomes. He also led the development of foundational technologies for AI agents, including NVIDIA’s NeMo Agent Toolkit and the AI-Q research assistant, enabling organizations to operationalize AI at scale, the cybersecurity firm said. The company added that Richardson now leads CrowdStrike’s AI strategy, advancing its structural data advantage into more autonomous, deterministic security outcomes – stopping breaches and accelerating its lead on the path to artificial general intelligence, or AGI. At CrowdStrike, Richardson will advance the company's structural AI advantage in pursuit of Security AGI. Source: press release More on CrowdStrike I Was Dead Wrong On CrowdStrike And AI But Now I'm Buying In CrowdStrike Is Back To Its Overvalued Status (Earnings Preview) CrowdStrike: Why I'm A Seller Here (Rating Downgrade) CrowdStrike Q1 earnings on deck: What to expect Quant snapshot: Ciena, Tilly’s among top-rated names as Here Group, Oddity Tech lag
wildpixel/iStock via Getty Images I Remain Bullish On CENX I haven't checked Century Aluminum ( CENX ) for a while after covering it back in September 2022, and it turns out that it was one of my most successful Buy calls on Seeking Alpha - the stock has managed to return over 855% in less than 4 years, strongly beating the broader market norms: Seeking Alpha, my coverage of CENX I had a technical...
wildpixel/iStock via Getty Images I Remain Bullish On CENX I haven't checked Century Aluminum ( CENX ) for a while after covering it back in September 2022, and it turns out that it was one of my most successful Buy calls on Seeking Alpha - the stock has managed to return over 855% in less than 4 years, strongly beating the broader market norms: Seeking Alpha, my coverage of CENX I had a technically-driven thesis initially - the CENX stock looked too oversold back in 2022, and it was setting up for a natural recovery. What made it a multibagger eventually is the macro and industry trends in the aluminum space - there is a structural deficit in this market globally, and the new tariff regime has shaped a great fundamentally driven recovery setup that CENX has already capitalized on to some extent. However, I believe we are still quite early. The stock still looks undervalued when we look ahead and try to assess what is coming over the next couple of years, so I am not willing to change my "Buy" rating on the stock just yet. Why Do I Think So? Century Aluminum reported earnings in early May , showing net sales of $649.2 million (+2.4% YoY), which was slightly above the consensus estimates. On the bottom line, we saw a miss of ~8.17%, according to Seeking Alpha , but the EPS itself was up by over 350% on a YoY basis. Seeking Alpha, CENX The firm's adjusted EBITDA - what we usually look at when assessing aluminum producers - went up by $60 million QoQ and amounted to $231 million in Q1 (+35% QoQ), being supported by the increases in LME prices and the U.S. Midwest premium. CENX's IR materials The cash on the balance sheet went up from $134 million as of December 2025 to $332 million as of March 2026 amid the surge in cash generation (plus the cash CENX got from the Hawesville sale, ~$200 million), and as a result, the net debt account dropped by ~48% in a single quarter. I see some specific catalysts ahead for CENX stock to keep growing further. First, they partnered wi...
Software M&A activity has returned in 2026 as public SaaS multiples compress while private equity dry powder and strategic stack consolidation remain abundant. Mid-cap, sticky enterprise software companies with negative book equity, AI-relevant platforms, and visible activist or buyback signaling are the most logical targets. We screened for six attributes: Digestible market cap between $1 ... Fro...
Software M&A activity has returned in 2026 as public SaaS multiples compress while private equity dry powder and strategic stack consolidation remain abundant. Mid-cap, sticky enterprise software companies with negative book equity, AI-relevant platforms, and visible activist or buyback signaling are the most logical targets. We screened for six attributes: Digestible market cap between $1 ... From Activist Pressure to AI Fit: Why These 3 Software Stocks Could Be Gone by Year-End
Swarmer ( SWMR ) and Autonomous Power Corporation, doing business as Powerus, announced on Wednesday that they signed an MOU to explore integrating Swarmer’s swarming software with Powerus’ air and maritime autonomous systems. The agreement is limited to technical evaluations and demonstration planning and carries no production, procurement, or financial commitments, reported GlobeNewswire. The co...
Swarmer ( SWMR ) and Autonomous Power Corporation, doing business as Powerus, announced on Wednesday that they signed an MOU to explore integrating Swarmer’s swarming software with Powerus’ air and maritime autonomous systems. The agreement is limited to technical evaluations and demonstration planning and carries no production, procurement, or financial commitments, reported GlobeNewswire. The company said the partnership could support defense, border security, counter-drone, and critical infrastructure missions. Powerus President Brett Velicovich said Swarmer’s software has already been used in over 100K combat missions in Ukraine, while Swarmer CEO Alex Fink highlighted growing U.S. demand for combat-proven autonomous technologies. The development also puts attention on Aureus Greenway Holdings ( PUSA ), which recently re-tickered and is awaiting its merger with Powerus later in summer 2026. The veteran-founded drone company builds heavy-lift VTOL systems, FPV swarm platforms, and Guardian counter-drone interceptors, which have already received a U.S. Air Force purchase order. "Could Pentagon access, domestic drone demand, and a micro-cap merger catalyst create a bigger opportunity?" That remains one of the key questions surrounding the sector. For now, in premarket trading, Swarmer ( SWMR ) fell about ~4% to around ~$75.48. More on Swarmer, Inc Swarmer: Eye Popping Drone IPO But 1,000% Rally Cannot Be Justified Swarmer wins $2.86M contract to supply swarming software AI drone firm Swarmer jumps 1,000% in two days Historical earnings data for Swarmer, Inc Financial information for Swarmer, Inc
BlackJack3D/iStock via Getty Images The following segment was excerpted from the Baron Global Opportunity Fund Q1 2026 Shareholder Letter. Baron Global Opportunity Fund initiated a small investment in Nebius Group N.V. ( NBIS ) , a builder of a new AI cloud business, popularly referred to as a “neocloud.” Nebius is a Big Idea with a remarkable origin story – the company was born from Yandex, popul...
BlackJack3D/iStock via Getty Images The following segment was excerpted from the Baron Global Opportunity Fund Q1 2026 Shareholder Letter. Baron Global Opportunity Fund initiated a small investment in Nebius Group N.V. ( NBIS ) , a builder of a new AI cloud business, popularly referred to as a “neocloud.” Nebius is a Big Idea with a remarkable origin story – the company was born from Yandex, popularly known as the “Google of Russia,” which founder Arkady Volozh built into a $30 billion business over 25 years with leading positions in online search, e-commerce, ride-hailing, music streaming, maps, and cloud services. After Russia’s invasion of Ukraine, Volozh divested all Russian assets in the largest corporate exit from Russia in history ($5.4 billion), reconstituting the company as Amsterdam-based Nebius. The company boasts a world-class 1,300-strong team of engineers with decades of experience building large-scale computing systems and a vision to build a leading AI cloud business from first principles – a purpose-built vertically-integrated hardware and software stack optimized for AI workloads. Nebius’ long-term vision requires significant resources to build the physical infrastructure and acquire customers. In the interim, Nebius is strategically and very selectively signing bare-metal GPU deals (renting the data center with the GPUs installed but no software on top of the GPUs) with Microsoft ( MSFT ) (up to $19 billion) and Meta ( META ) (up to $27 billion). While there is a range of outcomes on the long-term value of GPUs in a bare-metal model (with the main concern revolving around the rapid depreciation of old GPUs as new more efficient ones are introduced), the useful life of AI accelerators appears to be longer than previously anticipated, as the economic output of GPUs (as measured by token throughput) has been increasing over time as models have improved, meaning project returns get better with age. Dylan Patel of SemiAnalysis explained the dynamic on ...
INDIANAPOLIS, June 03, 2026--Lemonade (NYSE: LMND), the technology-driven insurance company, today announced that its Autonomous Car insurance is now available in Indiana.
INDIANAPOLIS, June 03, 2026--Lemonade (NYSE: LMND), the technology-driven insurance company, today announced that its Autonomous Car insurance is now available in Indiana.
A pattern is emerging in the software sector right now, and MongoDB Inc (NASDAQ: MDB) is the latest company to fit it. A stock gets crushed on fears that AI will disrupt its business model. The selloff goes further than anyone expected. Then the company reports earnings, the num
A pattern is emerging in the software sector right now, and MongoDB Inc (NASDAQ: MDB) is the latest company to fit it. A stock gets crushed on fears that AI will disrupt its business model. The selloff goes further than anyone expected. Then the company reports earnings, the num
ATI ( NYSE: ATI ) on Wednesday said it intends to offer a new series of seven-year senior notes, subject to market and other conditions. The company said it plans to use the net proceeds to redeem all of its outstanding 5.875% senior notes due 2027. Any remaining proceeds will be used for general corporate purposes. The company did not disclose the size, pricing or other terms of the proposed note...
ATI ( NYSE: ATI ) on Wednesday said it intends to offer a new series of seven-year senior notes, subject to market and other conditions. The company said it plans to use the net proceeds to redeem all of its outstanding 5.875% senior notes due 2027. Any remaining proceeds will be used for general corporate purposes. The company did not disclose the size, pricing or other terms of the proposed notes offering. Source: Press Release More on ATI ATI: High-Quality Growth Story Remains Intact ATI Inc.: Good For Long-Term Holders, But A Bit Expensive ATI outlines $1.01B-$1.06B adjusted EBITDA outlook as backlog reaches $4.1B ATI Non-GAAP EPS of $1.00 beats by $0.12, revenue of $1.15B misses by $40M
jetcityimage/iStock Editorial via Getty Images Boston, Massachusetts-based biotech Ascidian Therapeutics on Wednesday announced a research deal and a licensing agreement worth up to $1.9B with Eli Lilly ( LLY ) to develop and market kidney disease drugs based on its RNA editing technology. As part of the collaboration, Lilly ( LLY ) will receive exclusive rights to the company’s RNA exon-editing t...
jetcityimage/iStock Editorial via Getty Images Boston, Massachusetts-based biotech Ascidian Therapeutics on Wednesday announced a research deal and a licensing agreement worth up to $1.9B with Eli Lilly ( LLY ) to develop and market kidney disease drugs based on its RNA editing technology. As part of the collaboration, Lilly ( LLY ) will receive exclusive rights to the company’s RNA exon-editing technology focused on certain undisclosed kidney disease targets. The Indiana-based drugmaker will be responsible for preclinical work, additional development activities, and subsequent commercialization after Ascidian completes certain discovery and selected preclinical activities. Ascidian said its RNA editors are designed to edit nucleotide sequences known as exons and sharply reduce the risks linked to DNA editing and gene replacement therapies. Per the terms, the company will receive up to $1.9B from LLY, including an upfront payment and milestone payments in addition to tiered royalties on commercial sales. The collaboration marks the latest in Lilly’s ( LLY ) recent deal-making activity as the weight-loss drugmaker utilizes billions of dollars in cash generated from its blockbuster GLP-1 drugs. More on Eli Lilly Eli Lilly and Company (LLY) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript Eli Lilly Expands Into Infectious Diseases, Retatrutide Adds Another Phase 3 Win Eli Lilly: Big Upside Likely (Rating Upgrade) Cigna reportedly dropping GLP-1 obesity drug coverage for its own employees These 10 large-cap U.S. healthcare companies carry the market's most expensive valuations
Key PointsXRP has fallen nearly 40% since May 2025, dropping from above $3.50 to around $1.32 despite favorable developments like the SEC lawsuit resolution and new spot ETF launches.
Key PointsXRP has fallen nearly 40% since May 2025, dropping from above $3.50 to around $1.32 despite favorable developments like the SEC lawsuit resolution and new spot ETF launches.
kontekbrothers/iStock via Getty Images Investment Objective SGA builds high-conviction portfolios focused on quality growth businesses that are anticipated to achieve consistent mid-teens earnings growth with reduced variability, supported by predictable revenue and cash flow generation. The firm's investment goal is to convert this stable portfolio earnings growth into a return profile designed t...
kontekbrothers/iStock via Getty Images Investment Objective SGA builds high-conviction portfolios focused on quality growth businesses that are anticipated to achieve consistent mid-teens earnings growth with reduced variability, supported by predictable revenue and cash flow generation. The firm's investment goal is to convert this stable portfolio earnings growth into a return profile designed to protect and reliably compound client wealth over time. Performance The SGA Global Growth Portfolio returned -13.6% (Gross) and -14.3% (Net) compared to the MSCI ACWI return of -3.2% and the MSCI ACWI Growth return of -7.7%. AI-disruption narratives had a big impact on markets in the first two months of the quarter, driving widespread weakness in software, information services, payments, and insurance brokers. In addition, broader cyclical headwinds persisted given the economic tailwinds from AI CapEx spending and an accommodative fiscal backdrop. In March, geopolitical tensions in the Middle East drove a sharp rise in oil prices, adding to market volatility and shifting investor sentiment to more cautious positioning. Highlights The SGA Global Growth Portfolio returned -13.6% (Gross) and -14.3% (net) compared to the MSCI ACWI return of -3.2% and the MSCI ACWI Growth return of -7.7%. AI-disruption narratives had a significant impact on myriad industries including software, information services, payments, and insurance brokers. The re-introduction of geopolitical risk and macroeconomic uncertainty shifted investor sentiment to a more cautious stance. With broad weakness in payments businesses, a new position was initiated in American Express ( AXP ); positions in Gartner ( IT ) and UnitedHealth ( UNH ) were exited due to fundamental deterioration. The largest contributors to performance were Arm Holdings ( ARM ), TSMC ( TSM ), and CPKC. The largest detractors from performance were Adyen ( ADYEY ), Microsoft ( MSFT ), and HDFC Bank ( HDB ). The portfolio is forecasted to ach...
zhongguo/E+ via Getty Images Nuclear energy stocks are in focus after uranium-related companies rallied sharply following Urenco USA’s announcement that it plans to expand domestic uranium enrichment capacity by nearly 50% through a multibillion-dollar project in New Mexico. The move comes as the U.S. continues efforts to strengthen its domestic nuclear fuel supply chain and reduce dependence on R...
zhongguo/E+ via Getty Images Nuclear energy stocks are in focus after uranium-related companies rallied sharply following Urenco USA’s announcement that it plans to expand domestic uranium enrichment capacity by nearly 50% through a multibillion-dollar project in New Mexico. The move comes as the U.S. continues efforts to strengthen its domestic nuclear fuel supply chain and reduce dependence on Russian uranium imports after Washington banned Russian uranium imports in 2024, with limited waivers extending through 2028. Investor sentiment around the nuclear sector has also been supported by recent regulatory approval to restart the Three Mile Island nuclear power plant, adding to growing optimism surrounding nuclear energy demand and infrastructure investment. Against that backdrop, several utilities and uranium-focused companies are ranking highly within Seeking Alpha’s Quant Rating system, which evaluates stocks across factors including valuation, growth, momentum, and profitability. Leading the list are American Electric Power ( AEP ) and Ameren ( AEE ), the only two companies in the group currently carrying Buy ratings, with Quant Ratings of 4.09 and 3.56, respectively. Both companies operate significant regulated utility businesses with nuclear generation exposure. The broader list includes a mix of traditional electric utilities and uranium-linked companies, reflecting the growing intersection between power generation demand and the nuclear fuel supply chain. Uranium Royalty ( UROY ), Uranium Energy ( UEC ), and utility giants including NextEra Energy ( NEE ), Duke Energy ( DUK ), Southern Company ( SO ), and Entergy ( ETR ) all appear among the top-ranked nuclear-related names. Top nuclear energy-related stocks by Quant Rating: American Electric Power ( AEP ) - Quant Rating: 4.09 Ameren ( AEE ) - Quant Rating: 3.56 Uranium Royalty ( UROY ) - Quant Rating: 3.36 NextEra Energy ( NEE ) - Quant Rating: 3.20 Uranium Energy ( UEC ) - Quant Rating: 3.20 Duke Energy (...