For many Americans, the term CEO is interchangeable with owner. When they think of people like Tesla CEO Elon Musk, they think of him as the owner of the company. But Musk, and all chief executives, are employees of the companies they work for. They are the highest profile, most well-paid ...
For many Americans, the term CEO is interchangeable with owner. When they think of people like Tesla CEO Elon Musk, they think of him as the owner of the company. But Musk, and all chief executives, are employees of the companies they work for. They are the highest profile, most well-paid ...
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD)’s latest announcements at its GTC Taipei event have reinforced the company's position in artificial intelligence infrastructure while expanding its reach into new computing markets, according to Bank of America, which maintained a 'Buy' rating and $350 price...
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD)’s latest announcements at its GTC Taipei event have reinforced the company's position in artificial intelligence infrastructure while expanding its reach into new computing markets, according to Bank of America, which maintained a 'Buy' rating and $350 price...
patty_c/iStock Unreleased via Getty Images I wanted to take a look at Petco Health and Wellness Company, Inc. ( WOOF ), which I had been a loyal customer of for a few years before leaving the country where it is not available, ahead of its June 3rd earnings release to see if it would be a contender for a spot in my portfolio. It fits my diversification efforts away from anything AI, and its share ...
patty_c/iStock Unreleased via Getty Images I wanted to take a look at Petco Health and Wellness Company, Inc. ( WOOF ), which I had been a loyal customer of for a few years before leaving the country where it is not available, ahead of its June 3rd earnings release to see if it would be a contender for a spot in my portfolio. It fits my diversification efforts away from anything AI, and its share price is down over 80% since the IPO; however, there is still a lot of work to be done before I would consider it a Buy. The company Petco is a specialty retailer and pet health and wellness company that sells pet food, supplies, and services like grooming and vet care. The business model is to sell pet food, treats, litter, toys, carriers, and cages and offer grooming services, training, and vet visits. It currently operates in over 1300 locations across the U.S., Mexico, and Puerto Rico, and it has an e-commerce component through the website or the Petco app. Financials Let’s take a look at the company’s latest performance for FY2025 , starting with the top line. Net sales came in at around $5.96B for the year, down around 2.5% y/y. Products came in at $4.94B, down 3.5% y/y, while services softened the blow slightly as they grew 2.6% to $1.025B. The company’s top line continues to underperform, but it is not falling off a cliff. Looking at the company’s profitability, we can see a little bit of an improvement over the last year, even as its top line continues to come in soft. Gross margins for the year improved by around 70bps to 38.7%. Product cost of sales drove the improvements here as they declined around 110bps y/y, while services cost of sales increased 40bps. Due to this slight improvement in cost of sales as well as less spent on SG&A, operating margins improved significantly by 200bps to 2.1%, while its adjusted EBITDA for the year came in at $408m, or 6.8% of sales. That’s a 130bps improvement over the last year. Going over the company’s financial position , we ...
ImmunityBio在2026年美国临床肿瘤学会年会上公布了两项壁报和一篇在线摘要，展示了其IL-15受体激动剂免疫疗法ANKTIVA在非小细胞肺癌和膀胱癌领域的最新临床数据。 在非小细胞肺癌方面，两项随机III期试验数据值得关注。第一项为ResQ201A试验，评估ANKTIVA联合替雷利珠单抗及多西他赛，对比多西他赛单药治疗免疫检查点抑制剂耐药的晚期或转移性非小细胞肺癌患者的疗效。第二项为QUILT-2.023试验，评估ANKTIVA联合检查点抑制剂作为一线治疗方案在非小细胞肺癌患者中的疗效。 针对卡介苗无应答的非肌层浸润性膀胱癌，ImmunityBio公布了一项匹配调整间接比较分析结果，对比ANKTIVA联合BCG与帕博利珠单抗的疗效。该分析基于QUILT-3.032试验与帕博利珠单抗单药治疗数据的间接比较。 此前在2026年美国泌尿外科协会年会上，ImmunityBio已公布了ANKTIVA+BCG相对于其他两种FDA批准疗法的间接比较结果。数据显示：与nadofaragene firadenovec-vncg相比，ANKTIVA+BCG治疗的患者在任何时间点达到完全缓解的可能性是其两倍（69.7% vs 53.4%），中位完全缓解持续时间超过两倍（22.1个月 vs 9.7个月），并将膀胱切除风险降低60%；与TAR-200相比，ANKTIVA+BCG在12个月时完全缓解率数值更高（49.2% vs 45.9%），且任何级别治疗相关不良事件显著更少（61.7% vs 83.5%）。 ImmunityBio创始人、执行董事长兼全球首席科学与医学官Patrick Soon-Shiong博士表示：“ASCO提供了一个重要机会，分享新兴的临床和转化数据，这些数据正不断加深我们对基于ANKTIVA的免疫疗法如何恢复免疫功能的理解。” 值得注意的是，ImmunityBio股价在过去一年表现强劲，年初至今累计上涨约280%，市值约76亿美元。 责任编辑：张俊 SF065
Back in August 2018, Apple (NASDAQ: AAPL) became the first stock to cross the $1 trillion valuation threshold. Now, 15 companies are worth $1 trillion or more . There will be more and more $1 trillion companies over time, and eventually this threshold will become a bit less important, but it's still impressive to reach a mark that few companies have ever passed. There was a barrage of new $1 trill...
Back in August 2018, Apple (NASDAQ: AAPL) became the first stock to cross the $1 trillion valuation threshold. Now, 15 companies are worth $1 trillion or more . There will be more and more $1 trillion companies over time, and eventually this threshold will become a bit less important, but it's still impressive to reach a mark that few companies have ever passed. There was a barrage of new $1 trillion companies all within the same week, but one of the most intriguing ones is Micron Technology (NASDAQ: MU) . It reached this level due to unprecedented demand, which is expected to continue for some time. By some measures, it could still have a long way to go. So, is Micron still a buy after its major run? Continue reading
Key PointsSpaceX's dual-class share structure gives Elon Musk near-total control of the company, including the ability to bypass typical board independence requirements.
Key PointsSpaceX's dual-class share structure gives Elon Musk near-total control of the company, including the ability to bypass typical board independence requirements.
Asanka Ratnayake/Getty Images News Honeywell International's ( HON ) aerospace business is expected to use this week's investor day to provide greater detail on its growth outlook, profitability targets and defense-market opportunities as the company prepares for a planned separation from its parent, BNP Paribas analyst Matt Akers said in a note to clients Monday. Honeywell ( HON ) is hosting an a...
Asanka Ratnayake/Getty Images News Honeywell International's ( HON ) aerospace business is expected to use this week's investor day to provide greater detail on its growth outlook, profitability targets and defense-market opportunities as the company prepares for a planned separation from its parent, BNP Paribas analyst Matt Akers said in a note to clients Monday. Honeywell ( HON ) is hosting an aerospace investor day June 2-3 in Arizona, where management is expected to present its strategy, demonstrate technologies and showcase products during a flight demonstration. The event comes as the company moves toward spinning off its aerospace division into a standalone business. Margins stand out among peers Akers said Honeywell Aerospace (HONA) has delivered organic growth broadly in line with industry peers while generating stronger profitability. At the 2025 Paris Air Show, Honeywell projected a long-term compound annual growth rate ranging from the mid-single digits to high-single digits for the aerospace segment. The company expects original equipment sales to outpace growth in aftermarket services and defense and space businesses. Honeywell's aerospace aftermarket business has generally tracked peer performance in recent years, although growth slowed during the most recent quarter because of temporary supply-chain challenges, Akers noted. The business is expected to post an adjusted earnings before interest and taxes margin of roughly 25% in 2025, placing it near the top of its peer group. BNP said investors will likely look for management to provide additional detail on opportunities to expand margins over the longer term. Defense outlook in focus Investors are also expected to seek more information about Honeywell's defense business. In March, the company signed a framework agreement with the U.S. Department of Defense aimed at increasing production capacity for navigation systems, actuators and electronic warfare products. The agreement includes a planned $500 m...
The choice between Vanguard Health Care ETF (NYSEMKT:VHT) and iShares Global Healthcare ETF (NYSEMKT:IXJ) hinges on geographic preference, as the iShares fund offers global exposure at a higher cost. Healthcare stocks often serve as a cornerstone for defensive portfolios, offering potential stability through varying market cycles. Comparing Vanguard Health Care ETF (NYSEMKT:VHT) and iShares Global...
The choice between Vanguard Health Care ETF (NYSEMKT:VHT) and iShares Global Healthcare ETF (NYSEMKT:IXJ) hinges on geographic preference, as the iShares fund offers global exposure at a higher cost. Healthcare stocks often serve as a cornerstone for defensive portfolios, offering potential stability through varying market cycles. Comparing Vanguard Health Care ETF (NYSEMKT:VHT) and iShares Global Healthcare ETF (NYSEMKT:IXJ) reveals how regional focus and management costs can influence long-term results. Both funds provide access to blue-chip pharmaceutical and medical device leaders, yet their differing geographic mandates and fee structures lead to distinct investment outcomes for those seeking sector-specific growth. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. Continue reading
About 20 students report anonymous late-night phone calls from men who ‘intimidated, demeaned and belittled’ them The University of Manchester has launched an investigation after about 20 female medical students complained of receiving anonymous phone calls in the middle of the night from male callers who intimidated and sexually harassed them. The calls have been going on for at least three years...
About 20 students report anonymous late-night phone calls from men who ‘intimidated, demeaned and belittled’ them The University of Manchester has launched an investigation after about 20 female medical students complained of receiving anonymous phone calls in the middle of the night from male callers who intimidated and sexually harassed them. The calls have been going on for at least three years, according to Charlotte Buttercase, a final-year medical student and one of those targeted. Continue reading...
vzphotos With another surge last week, Micron ( MU ) extended a dramatic upswing that has made the stock one of the hottest names of the AI trade. As the top performer among the big AI names over the past year, MU has easily outpaced the recent stock performance of former AI infrastructure darling Nvidia ( NVDA ). With its recent momentum, has Micron displaced Nvidia the new face of the AI trade? ...
vzphotos With another surge last week, Micron ( MU ) extended a dramatic upswing that has made the stock one of the hottest names of the AI trade. As the top performer among the big AI names over the past year, MU has easily outpaced the recent stock performance of former AI infrastructure darling Nvidia ( NVDA ). With its recent momentum, has Micron displaced Nvidia the new face of the AI trade? Micron's Latest Surge Micron ( MU ) jumped 19% last Tuesday and followed up with further gains the next day. The catalyst for the latest advance was an aggressively bullish note from UBS, which raised its price target for the stock to a Wall Street high. With this latest advance, MU has now climbed more than 200% so far in 2026 and is up around 900% over the past 12 months. Among the key large-cap AI stocks, this represents the highest one-year performance. The screener below shows AI supply chain and AI/machine learning stocks with market caps above $10B. The list is then sorted by one-year performance (for the full screen, click here ): Large-cap AI stocks sorted by one-year performance (Seeking Alpha) In topping the list, MU outshines names like IREN ( IREN ), Applied Digital ( APLD ), Tower Semiconductor ( TSEM ), Intel ( INTC ), Nebius ( NBIS ), and DigitalOcean Holdings ( DOCN ) -- stocks that have all climbed 400% or more in the past year. Meanwhile, Teradyne ( TER ), AMD ( AMD ), and ASE Technology ( ASX ) are also among the top 10 one-year performances for large AI players. Notably missing from the top 10: Nvidia ( NVDA ). The original AI darling ranks 48th in one-year performance for stocks with a market cap above $10B. Shares have climbed "only" 63% over the past year and a relatively modest 20% so far in 2026. MU vs. NVDA: The Last 3 Years Looking further back, MU still outperforms NVDA on a three-year timeframe, climbing more than 1,200% over that time. This compares to a rise of about 400% for NVDA. Still, a closer look at the three-year chart shows a more com...
The American Medical Association came out swinging this weekend at an executive order President Trump signed Friday that reaffirms intentions to model US childhood vaccine recommendations after those of Denmark—a country with universal healthcare, less diversity, and a population about the size of Maryland's. “There is no credible scientific evidence to support," such a change, AMA President Bobby...
The American Medical Association came out swinging this weekend at an executive order President Trump signed Friday that reaffirms intentions to model US childhood vaccine recommendations after those of Denmark—a country with universal healthcare, less diversity, and a population about the size of Maryland's. “There is no credible scientific evidence to support," such a change, AMA President Bobby Mukkamala said in a statement. The current vaccine schedule "is built on decades of rigorous research and real-world data, and it is designed to protect children in the US when they are most vulnerable based on our nation’s disease burden," he said. The plan to align federal childhood vaccine recommendations with Denmark's was first revealed by anti-vaccine Health Secretary Robert F. Kennedy Jr. in January . The overhaul would see the total number of recommended immunizations drop from 17 to 11, walking back recommendations for shots against rotavirus, COVID-19, influenza, meningococcal disease, hepatitis A, and hepatitis B. It stemmed from a December executive order by Trump to align US vaccine recommendations with the " best practices from peer, developed countries ." Read full article Comments
Surging memory costs are pushing action-camera maker GoPro Inc. to the brink. The company, founded by Nicholas Woodman , warned of risks to its ability to continue as a going concern and is seeking financing to avert a default, according to a latest filing. The San Mateo, California-based company reported a 26% revenue decline for the first quarter and disclosed at the time that it had received wa...
Surging memory costs are pushing action-camera maker GoPro Inc. to the brink. The company, founded by Nicholas Woodman , warned of risks to its ability to continue as a going concern and is seeking financing to avert a default, according to a latest filing. The San Mateo, California-based company reported a 26% revenue decline for the first quarter and disclosed at the time that it had received waivers from its lender after failing to comply with loan covenants. In an additional filing on Monday, the company said there is “substantial doubt about the company’s ability to continue as a going concern” and expects to file an update for its financial statements. Shares of the company fell as much as 14% on Monday. GoPro has previously discussed some of the reasons for its difficulties. Last month the company said its earnings forecast has been “significantly impacted” by events such as an 80% to 115% increase in memory prices. The business crisis is one of the side-effects of the global artificial intelligence boom, which has pushed up demand for memory and driven prices higher. Phones, cars, electronic devices makers have reported the impact as suppliers move more production away from consumer devices to high-margin AI server chips. GoPro said it learned from suppliers in April about a planned reduction in memory supply, which would reduce the camera maker’s forecasted sales. The company doesn’t expect to comply with several loan covenants. It also doesn’t expect to have enough liquidity to meet obligations if default or cross-default provisions are triggered and its outstanding debt become due, it said. The company has engaged advisors to evaluate strategic alternatives, including a potential sale or merger of the business, it disclosed earlier. It is also exploring opportunities in the defense and aerospace sector for “new markets and product categories.” GoPro already plans to cut its global staff by about 23%, it said in April. The company has a $50 million second-...
Some news: The Vergecast is now a daily podcast ! Starting today, we'll be posting every weekday, with even more gadgets and rankings and conversations and feelings and podcasts-within-podcasts. We're excited for all the ways this new schedule lets us tell new kinds of stories, experiment with new tech and new formats, and involve you even more in the show. (The other immediate change to know abou...
Some news: The Vergecast is now a daily podcast ! Starting today, we'll be posting every weekday, with even more gadgets and rankings and conversations and feelings and podcasts-within-podcasts. We're excited for all the ways this new schedule lets us tell new kinds of stories, experiment with new tech and new formats, and involve you even more in the show. (The other immediate change to know about: We'll be publishing the show in the afternoons going forward, so we can include the day's biggest news in our 90 Seconds on The Verge segment. The goal is to always be live before 4PM ET. Often well before.) As we've been preparing for our new … Read the full story at The Verge.
The Hong Kong Securities and Futures Commission and the Hong Kong Monetary Authority updated rules governing investment account openings by mainland clients in the city. Photo: VCG Residents from the Chinese mainland seeking to buy insurance in Hong Kong remain unaffected by a recent regulatory crackdown targeting illegal cross-border investments, according to banks and industry executives. The re...
The Hong Kong Securities and Futures Commission and the Hong Kong Monetary Authority updated rules governing investment account openings by mainland clients in the city. Photo: VCG Residents from the Chinese mainland seeking to buy insurance in Hong Kong remain unaffected by a recent regulatory crackdown targeting illegal cross-border investments, according to banks and industry executives. The reassurance follows a joint campaign launched by the China Securities Regulatory Commission (CSRC) and other ministries to curb illicit cross-border financial activities. The move prompted some Hong Kong banks to suspend opening new investment accounts for mainland clients.
felixmizioznikov AutoNation ( AN ) was added to Evercore ISI's Best SMID ‘Core’ Ideas, which is a compilation of the firm's top small- and mid-cap stock picks Analyst Chris McNally said the 80-20 SAAR Rule makes the firm bullish on the U.S. auto dealers group. McNally believes ~80% of dealer sentiment (and thus PE) may be driven by new SAAR, even though it drives just ~20% of profits. Evercore is ...
felixmizioznikov AutoNation ( AN ) was added to Evercore ISI's Best SMID ‘Core’ Ideas, which is a compilation of the firm's top small- and mid-cap stock picks Analyst Chris McNally said the 80-20 SAAR Rule makes the firm bullish on the U.S. auto dealers group. McNally believes ~80% of dealer sentiment (and thus PE) may be driven by new SAAR, even though it drives just ~20% of profits. Evercore is positive on SAAR trends due to a supportive U.S. macroeconomic backdrop that includes a K economy, rate cuts, BBB incentives, and rebate checks. In addition to the contrarian call on SAAR, McNally and his team see a multiyear runway for dealers due to capital allocation (buyback coupled with bolt-on M&A), defensive cyclical EPS power, and "car-parc driven strength" in F&I and aftermarket. AutoNation ( AN ) was called the cleanest serial compounder in the auto dealers sector, with +50% upside implied by Evercore's price target of $300. More on AutoNation AutoNation, Inc. (AN) Q1 2026 Earnings Call Transcript AutoNation, Inc. 2026 Q1 - Results - Earnings Call Presentation AutoNation: AI To Disrupt The Dealership's Cash Cow Auto dealerships' high-margin back-end businesses underappreciated by investors — UBS Autonation outlines $300M-$325M 2026 capex plan while targeting 150 bps SG&A improvement