sergioboccardo/iStock via Getty Images Denison Mines ( DNN ) has a really long history in uranium mining through its predecessors, going back to the 1950s. In the last few years, with the announcement of the results of the pre-feasibility study of the Phoenix deposit in its Wheeler River project, Denison is now once again on the path to becoming a full-fledged uranium producer. Construction is abo...
sergioboccardo/iStock via Getty Images Denison Mines ( DNN ) has a really long history in uranium mining through its predecessors, going back to the 1950s. In the last few years, with the announcement of the results of the pre-feasibility study of the Phoenix deposit in its Wheeler River project, Denison is now once again on the path to becoming a full-fledged uranium producer. Construction is about to begin. First production should happen in mid-2028. The Phoenix ISR project is a high-grade, low-cost asset delivering ~73% IRR and rapid payback. All of these things have suddenly made investors notice DNN stock, and it has gone up significantly in the last one year. Business Overview Denison’s assets are mainly in Canada’s Athabasca Basin, which have some of the highest grade uranium in the world. While Denison has several exploration and development projects, the investment case now rests primarily on Wheeler River. There are two key deposits here: Phoenix and Gryphon. Phoenix is the one that is near-term, with construction about to begin after they secured final investment approval. Gryphon is a second option, which will take more time, it being a conventional mining project, driving the company’s revenues beyond Phoenix. Phoenix Project Economics Key Project Metrics Author (Note: costs are in US dollars, while capex and NPV are reported in Canadian dollars.) What The Numbers Actually Say Phoenix has a low cost structure of roughly $18 per pound all-in. That sits well below the current uranium price of $80-90. So the margin is $60+ per pound, placing the mine firmly in the lower end of the global cost curve. A second feature is the front-loaded nature of the extraction. Approximately 41.9 million pounds, or nearly three-quarters of the total reserve, can be extracted within the first five years, at around 8.4 million pounds per year. This accelerates cash flow and reduces the impact of discounting. This is why both the NPV and the IRR are so high. Here’s a quick ex...
Ayman Zaid/iStock Editorial via Getty Images Investment thesis update Since my prior articles on Alibaba, the latest one in August 2025, Alibaba ( BABA ) has experienced a roller coaster ride in terms of share price, reached as high as $190 but is currently down 20% YTD - despite cloud revenue accelerating to 36% YoY in Q3 FY2026 and AI-related product revenue now posting triple-digit growth for t...
Ayman Zaid/iStock Editorial via Getty Images Investment thesis update Since my prior articles on Alibaba, the latest one in August 2025, Alibaba ( BABA ) has experienced a roller coaster ride in terms of share price, reached as high as $190 but is currently down 20% YTD - despite cloud revenue accelerating to 36% YoY in Q3 FY2026 and AI-related product revenue now posting triple-digit growth for ten consecutive quarters, as reported in the latest earnings. However, the current market still prices Alibaba as a consumer company with e-commerce and cloud divisions. The recent underperformance relative to the broader market reflects this view as the Chinese economy remains sluggish, while the Company is spending huge in AI, which does not give investors comfort. My thesis on BABA is that what the market has not priced in is that Alibaba is on track to become China's most important AI infrastructure company on which China's agentic AI application boom is built. One should recognize that the US and China are no longer running the same AI race. The US is chasing Artificial General Intelligence ( AGI ), which is to achieve human-level intelligence by pouring hundreds of billions into massive compute clusters aimed at self-improving loops and scientific discovery. Meanwhile, China, constrained by US export controls on high-bandwidth memory and advanced GPUs, takes a fundamentally different path: developing open-source small models to enhance enterprise applications and run edge AI on hardware like autonomous driving and humanoid. As such, Alibaba's Qwen, which is now the most downloaded open-source AI model series globally, is not only a research program but also the foundation on which the nation's edge AI applications run. This positioning is not well understood by investors: On one hand, bears worry about hyperscalers spending too much and are in a bubble, missing the different pathway BABA takes; on the other hand, bulls think BABA is losing to the US LLMs, which in fact...
Maskot | Digitalvision | Getty Images It may be more expensive for some student loan borrowers to access a popular debt forgiveness program , after a new policy rolled out by the Trump administration. Borrowers who were using the so-called buyback option to get their debt cleared under Public Service Loan Forgiveness will likely be subject to a higher bill, as a result of the changes. PSLF, which ...
Maskot | Digitalvision | Getty Images It may be more expensive for some student loan borrowers to access a popular debt forgiveness program , after a new policy rolled out by the Trump administration. Borrowers who were using the so-called buyback option to get their debt cleared under Public Service Loan Forgiveness will likely be subject to a higher bill, as a result of the changes. PSLF, which Congress created and President George W. Bush signed into law in 2007, allows certain not-for-profit and government employees to have their federal student loans canceled after 120 payments, or 10 years. PSLF Buyback , meanwhile, was created by the Biden administration, and allows borrowers who have hit 120 months of qualifying employment to submit a request to the U.S. Department of Education to retroactively pay for any months they missed because of a forbearance or deferment. Here's why "buyback" offers may become more expensive, and what borrowers can do about it. Trump administration won't use SAVE plan formula After you have submitted your buyback request, the Education Department is supposed to send you an offer letter. That should include the number of monthly payments you missed during your public service history, and a chance to pay that bill in exchange for student loan forgiveness. The reason borrowers may now have to pay more for that relief: The department says it won't calculate borrowers' offers using the Saving on a Valuable Education, or SAVE, plan if their deferment or forbearance was on or after July 1, 2024. The Biden administration-era SAVE plan, which was officially blocked by a federal appeals court in March, came with much lower monthly payments than other repayment plans. Under the SAVE plan, monthly payments were based on as low as 5% of a borrower's discretionary income. For comparison, the Income-Based Repayment plan takes 10% — and that share rises to 15% for certain borrowers with older loans. "Coming up with high payments may possibly prevent...
The State Street Industrial Select Sector SPDR ETF ( XLI ) surged 4.3% in the first quarter of 2026, against the broader S&P 500 Index, which fell 4.6% over the same period. As companies prepare to report their results for the quarter gone by, Seeking Alpha provides a snapshot of how companies rank across key factors such as valuation, growth, profitability, momentum, and estimate revisions. Below...
The State Street Industrial Select Sector SPDR ETF ( XLI ) surged 4.3% in the first quarter of 2026, against the broader S&P 500 Index, which fell 4.6% over the same period. As companies prepare to report their results for the quarter gone by, Seeking Alpha provides a snapshot of how companies rank across key factors such as valuation, growth, profitability, momentum, and estimate revisions. Below is an overview of small-cap financial stocks with market capitalizations below $2 billion, highlighting those with the highest and lowest quant ratings ahead of Q1 2026 results. Top quant-rated companies, with a market capitalization below $2 billion Commercial Vehicle Group ( CVGI ) - Strong Buy rating 4.98 . Tigo Energy ( TYGO ) - Strong Buy rating 4.96 . Seanergy Maritime Holdings ( SHIP ) - Strong Buy rating 4.94 . Diana Shipping ( DSX ) - Strong Buy rating 4.91 . Innovative Aerosystems ( ISSC ) - Strong Buy rating 4.81 . Bottom quant-rated companies, with a market capitalization below $2 billion Surf Air Mobility ( SRFM ) - Strong Sell rating 1.05 . FTC Solar ( FTCI ) - Strong Sell rating 1.05 . Cycurion ( CYCU ) - Strong Sell rating 1.05 . Birchtech ( BCHT ) - Strong Sell rating 1.04 . Southland Holdings ( SLND ) - Strong Sell rating 1.03 . More on State Street Industrial Select Sector SPDR ETF Finding The Opportunities After The Selloff And End Of The War Time Is Running Out The Middle East War: Let's Talk About U.S. Defense Stocks Industrial stocks hit fresh highs as ceasefire rally lifts infrastructure names Weekly ETF flows: Five of 11 sectors record outflows; energy sector leads inflows
CoreWeave (NASDAQ:CRWV) on Thursday announced an expanded agreement with Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) to provide AI cloud capacity through December 2032. The deal, valued at approximately $21 billion, continues the companies’ existing relationship and supports Meta’s...
CoreWeave (NASDAQ:CRWV) on Thursday announced an expanded agreement with Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) to provide AI cloud capacity through December 2032. The deal, valued at approximately $21 billion, continues the companies’ existing relationship and supports Meta’s...
Michael Vi Shares of BlackBerry ( BB ) surged about 11% on Thursday after fourth quarter results and revenue outlook surpassed estimates. The Canadian company's fiscal fourth quarter, ended Feb. 28, saw adjusted EPS of $0.06, while revenue jumped about 10% year-over-year to $156M. Both top and bottom-line numbers exceeded expectations. "QNX is now a Rule of 40 business, and a clear leader in autom...
Michael Vi Shares of BlackBerry ( BB ) surged about 11% on Thursday after fourth quarter results and revenue outlook surpassed estimates. The Canadian company's fiscal fourth quarter, ended Feb. 28, saw adjusted EPS of $0.06, while revenue jumped about 10% year-over-year to $156M. Both top and bottom-line numbers exceeded expectations. "QNX is now a Rule of 40 business, and a clear leader in automotive, embedded in more than 275 million vehicles worldwide, with growing momentum in robotics, physical AI, and other adjacent markets. Secure Communications has returned to growth, driven by a real and accelerating digital sovereignty tailwind. That growth is translating into stronger profitability and cash generation, which we are deploying with discipline," said BlackBerry's CEO John Giamatteo. The company noted that QNX posted record quarterly revenue of $78.7M, up 20% year-over-year. Secure Communications revenue grew 8% year-over-year to $72.5M. The company added that Licensing revenue was $4.8M. Outlook For the first quarter of fiscal 2027, BlackBerry expects total revenue to be between $132M and $140M (midpoint at $136M) versus a consensus estimate of $129.83M. The company forecasts non-GAAP basic EPS to be in the range of $0.02 to $0.03. For the full fiscal year 2027, BlackBerry expects total revenue to be between $584M and $611M (midpoint at $597.5M) versus a consensus estimate of $577.25M. The company expects non-GAAP basic EPS to be in the range of $0.15 to $0.19 (midpoint at $0.17). More on BlackBerry A Look At BlackBerry's Growth Drivers, Ahead Of Fourth-Quarter Earnings Report BlackBerry Now Looks Attractive As QNX Expands Beyond Automotive BlackBerry: QNX Could Unlock Solid Growth And Value BlackBerry shares fell for seven straight sessions Historical earnings data for BlackBerry Limited
Aureus Greenway Holdings ( AGH ) announced Autonomous Power Corporation (“Powerus”) secured $50M funding from KCGI ESG funds pre-merger. These funds were allocated to scale autonomous defense manufacturing across the U.S. and South Korea. The stock fell ~2.14% to $3.23 post announcement . More on Aureus Greenway Holdings Inc. Key deals this week: Savills, Cintas, Aureus Greenway, Papa John's, and ...
Aureus Greenway Holdings ( AGH ) announced Autonomous Power Corporation (“Powerus”) secured $50M funding from KCGI ESG funds pre-merger. These funds were allocated to scale autonomous defense manufacturing across the U.S. and South Korea. The stock fell ~2.14% to $3.23 post announcement . More on Aureus Greenway Holdings Inc. Key deals this week: Savills, Cintas, Aureus Greenway, Papa John's, and more Aureus Greenway signs merger with drone startup Powerus, supported by Trump family Financial information for Aureus Greenway Holdings Inc.
halbergman A group of industrial and infrastructure-linked stocks pushed to fresh 52-week highs on Thursday, diverging sharply from a broader market decline as investors rotated into companies tied to power, defense and grid modernization themes. The gains came even as geopolitical tensions weighed on sentiment. Hopes for a resolution to the U.S.-Iran conflict faded after warnings from Donald Trum...
halbergman A group of industrial and infrastructure-linked stocks pushed to fresh 52-week highs on Thursday, diverging sharply from a broader market decline as investors rotated into companies tied to power, defense and grid modernization themes. The gains came even as geopolitical tensions weighed on sentiment. Hopes for a resolution to the U.S.-Iran conflict faded after warnings from Donald Trump of a potential escalation, pressuring major indices while lifting select industrial names viewed as beneficiaries of increased spending and resilience. Among the companies reaching new highs were Powell Industries ( POWL ) , Vertiv Holdings ( VRT ) and Westinghouse Air Brake Technologies ( WAB ) , alongside Comfort Systems USA ( FIX ) and Curtiss-Wright ( CW ) . Nuclear and defense-adjacent names also featured prominently, including BWX Technologies ( BWXT ) and ESCO Technologies ( ESE ) , while diversified industrial players such as ITT Inc. ( ITT ) and Preformed Line Products ( PLPC ) joined the rally. Engineering and construction firms tied to energy and electrification demand, including MasTec ( MTZ ) and MYR Group ( MYRG ) , also climbed to new highs. Defense, power, AI infrastructure themes drive divergence The strength in these names reflects a convergence of themes that have supported industrial equities in recent months: rising defense budgets, ongoing grid upgrades and surging demand for data center infrastructure linked to artificial intelligence. Companies such as Vertiv, which supplies cooling and power systems for data centers, and BWX Technologies, which has exposure to nuclear energy and defense programs, have been key beneficiaries of these trends. At the same time, firms like Comfort Systems and MasTec are leveraged to large-scale construction and electrification projects, areas that continue to attract capital despite macro uncertainty. Not all industrial names participated The rally was not universal across the sector. Spire Global ( SPIR ) fell sharpl...
Crime gangs, astonishing visual effects, the first acting role of rapper Loyle Carner … BBC drama Mint takes the plot of Romeo & Juliet and creates something unique Mint, the new drama from Charlotte Regan, is so simple in concept it’s almost hard to make sense of. It’s a story of impossible love, between two people whose families are bitter crime rivals, so their romance simply cannot be. This is...
Crime gangs, astonishing visual effects, the first acting role of rapper Loyle Carner … BBC drama Mint takes the plot of Romeo & Juliet and creates something unique Mint, the new drama from Charlotte Regan, is so simple in concept it’s almost hard to make sense of. It’s a story of impossible love, between two people whose families are bitter crime rivals, so their romance simply cannot be. This is absolutely, brazenly Romeo and Juliet, the oldest love story in the world. How it comes to feel so original, so magnetic, is mystifying. The dialogue is so spare, the look of the piece so unalloyed, there’s nothing sweet about it. It reminded Emma Laird, who plays Shannon – the female half of the couple – of Twilight . The supernatural series was, she says: “the first romantic story that I attached to. It felt like Mint could be what Twilight was for me, when I was growing up, romantic and beautiful and naive and cinematic, a whole world made of those things. It’s so much more than the story of Shannon, it’s so much bigger than the characters.” It reminded me a bit of Heathers , but not for any reason it doesn’t look like the film, it’s funny – but in a different way – and it doesn’t end the same. But it just reminds you of the first romantic thing you ever saw, the first time you understood what romance was. Continue reading...